Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Headquarters: Des Moines, Iowa, United States CEO: Daniel Joseph Houston (18 Aug 2015–) Assets under management: 692.4 billion USD (2017) Subsidiaries: Principal Securities, Inc.,
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Principal Financial Group Employees
Employee
Years
Job
Industry
Bill Vorreiter Bill Vorreiter's Principal Financial Group Experience December 2014 - Present
Job Senior Relationship Manager at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group December 2014 - Present
Wells Fargo Institutional Retirement and Trust April 2014 - November 2014
J.P. Morgan Retirement Plan Services June 2008 - March 2014
J.P. Morgan Retirement Plan Services June 2005 - June 2008
Bank One Investment Management Group January 2001 - June 2005
First Chicago NBD/Bank One August 1988 - January 2001
NBD Midwest Commerce Bank February 1987 - August 1988
Midwest Commerce Banking Company June 1985 - February 1987
Skills
Series 7, Series 63, Retirement, Relationship Development, Consensus Builder, Team Leadership, Client Service, Client Retention, Developing Client..., Problem Solving, 401k, Series 65, Series 6, Investment Strategies, Customer Retention, Asset Allocation, Mutual Funds, Consensus Building, Relationship Management, Client Services, Investments, Leadership, Asset Management, Financial Services, Management, Retirement Planning
Education
Indiana University Bloomington 1981 — 1985
B S, Finance
Fairview High School 1978 — 1981
Principal Financial Group December 2014 - Present
Wells Fargo Institutional Retirement and Trust April 2014 - November 2014
J.P. Morgan Retirement Plan Services June 2008 - March 2014
J.P. Morgan Retirement Plan Services June 2005 - June 2008
Bank One Investment Management Group January 2001 - June 2005
First Chicago NBD/Bank One August 1988 - January 2001
NBD Midwest Commerce Bank February 1987 - August 1988
Midwest Commerce Banking Company June 1985 - February 1987
Skills
Series 7, Series 63, Retirement, Relationship Development, Consensus Builder, Team Leadership, Client Service, Client Retention, Developing Client..., Problem Solving, 401k, Series 65, Series 6, Investment Strategies, Customer Retention, Asset Allocation, Mutual Funds, Consensus Building, Relationship Management, Client Services, Investments, Leadership, Asset Management, Financial Services, Management, Retirement Planning
Education
Indiana University Bloomington 1981 — 1985
B S, Finance
Fairview High School 1978 — 1981
Amy Hunold-VanGundy Amy Hunold-VanGundy's Principal Financial Group Experience April 2012 - October 2013
Job Business Strategy and Problem Solving
Industry Management Consulting
Experience
Self Employed/Independent Contractor April 2012 - Present
Principal Financial Group April 2012 - October 2013
Principal Financial Group August 2011 - April 2012
Principal Financial Group September 2010 - August 2011
Runners Lounge 2007 - February 2011
Principal Financial Group October 2008 - September 2010
Principal Financial Group February 2004 - October 2008
ING November 1997 - February 2004
Flexible Group of Companies 1993 - 1998
Skills
Business Architecture, Process Improvement, Organizational Design, Business Analysis, Change Management, Mentoring, Strategic Planning, Business Process, Coaching, Insurance, Resource Management, Management, Leadership, Business Strategy, Vendor Management, Performance Management, Human Resources, Consulting, Program Management, Team Building, Strategy
Education
Indiana University-Purdue University at Fort Wayne 1994 — 1998
MBA
University of Northern Iowa 1989 — 1992
Bachelors of Art, Business Administration, HR
Self Employed/Independent Contractor April 2012 - Present
Principal Financial Group April 2012 - October 2013
Principal Financial Group August 2011 - April 2012
Principal Financial Group September 2010 - August 2011
Runners Lounge 2007 - February 2011
Principal Financial Group October 2008 - September 2010
Principal Financial Group February 2004 - October 2008
ING November 1997 - February 2004
Flexible Group of Companies 1993 - 1998
Skills
Business Architecture, Process Improvement, Organizational Design, Business Analysis, Change Management, Mentoring, Strategic Planning, Business Process, Coaching, Insurance, Resource Management, Management, Leadership, Business Strategy, Vendor Management, Performance Management, Human Resources, Consulting, Program Management, Team Building, Strategy
Education
Indiana University-Purdue University at Fort Wayne 1994 — 1998
MBA
University of Northern Iowa 1989 — 1992
Bachelors of Art, Business Administration, HR
Deb Beeler Deb Beeler's Principal Financial Group Experience October 1998 - June 2010
Job Claims specialist at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance November 2010 - Present
Principal Financial Group October 1998 - June 2010
Ames Oral Surgeons December 1988 - October 1998
Education
William Penn University 2009 — 2012
Bachelor of Arts (BA), Business Administration and Management, General
Iowa Central Community College 1980 — 1981
Associate of Arts and Sciences (AAS), Dental Assisting/Assistant
Nationwide Insurance November 2010 - Present
Principal Financial Group October 1998 - June 2010
Ames Oral Surgeons December 1988 - October 1998
Education
William Penn University 2009 — 2012
Bachelor of Arts (BA), Business Administration and Management, General
Iowa Central Community College 1980 — 1981
Associate of Arts and Sciences (AAS), Dental Assisting/Assistant
Scott Hedrick Scott Hedrick's Principal Financial Group Experience November 2014 - Present
Job IS Voice Systems Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2014 - Present
Lutheran Church of Hope September 2013 - Present
Wells Fargo February 2002 - February 2015
Lutheran Church of Hope July 2012 - August 2013
Wells Fargo April 2012 - May 2013
Avaya August 1986 - November 2001
Skills
Project Management, Leadership, Business Process..., Requirements Analysis, Business Analysis, Risk Management, Process Improvement, Vendor Management, Business Intelligence, Strategic Planning, Program Management, Avaya Communication..., Avaya IP Telephony, Avaya Aura, Lync, Cisco Call Manager, Production Direction, Video Production, Video Camera, Computer Graphics, Video, SharePoint, Management, Training, Team Building, Customer Service, Financial Services, Video Editing, Visio
Education
Iowa State University 1981 — 1983
Bachelor of Science (BS), Computer Science
Iowa Central Community College 1979 — 1981
Associate of Arts (AA), Data Processing
Principal Financial Group November 2014 - Present
Lutheran Church of Hope September 2013 - Present
Wells Fargo February 2002 - February 2015
Lutheran Church of Hope July 2012 - August 2013
Wells Fargo April 2012 - May 2013
Avaya August 1986 - November 2001
Skills
Project Management, Leadership, Business Process..., Requirements Analysis, Business Analysis, Risk Management, Process Improvement, Vendor Management, Business Intelligence, Strategic Planning, Program Management, Avaya Communication..., Avaya IP Telephony, Avaya Aura, Lync, Cisco Call Manager, Production Direction, Video Production, Video Camera, Computer Graphics, Video, SharePoint, Management, Training, Team Building, Customer Service, Financial Services, Video Editing, Visio
Education
Iowa State University 1981 — 1983
Bachelor of Science (BS), Computer Science
Iowa Central Community College 1979 — 1981
Associate of Arts (AA), Data Processing
Connor Chakeen Connor Chakeen's Principal Financial Group Experience April 2011 - May 2012
Job Associate Regional Director at Principal Funds
Industry Financial Services
Experience
Principal Funds October 2014 - Present
Principal Funds January 2013 - October 2014
Principal Funds May 2012 - January 2013
Principal Financial Group April 2011 - May 2012
M&N Trading May 2009 - November 2009
Traditum Group June 2008 - April 2009
Fair Labor Association January 2007 - May 2007
Northwestern Mutual Financial Network May 2006 - August 2006
Skills
Investments, Series 7, Equities, Fixed Income, Microsoft Excel, Commodity, Mutual Funds, Securities, Options, Financial Advisory, Morningstar, Series 66
Education
Indiana University Bloomington 2004 — 2008
BA, Economics
Kent State University 2007 — 2007
Economics - Geneva, Switzerland Semester
Fenwick High School 2000 — 2004
Principal Funds October 2014 - Present
Principal Funds January 2013 - October 2014
Principal Funds May 2012 - January 2013
Principal Financial Group April 2011 - May 2012
M&N Trading May 2009 - November 2009
Traditum Group June 2008 - April 2009
Fair Labor Association January 2007 - May 2007
Northwestern Mutual Financial Network May 2006 - August 2006
Skills
Investments, Series 7, Equities, Fixed Income, Microsoft Excel, Commodity, Mutual Funds, Securities, Options, Financial Advisory, Morningstar, Series 66
Education
Indiana University Bloomington 2004 — 2008
BA, Economics
Kent State University 2007 — 2007
Economics - Geneva, Switzerland Semester
Fenwick High School 2000 — 2004
Cyndy Schmanke Cyndy Schmanke's Principal Financial Group Experience December 2013 - Present
Job Administrative Assistant III
Industry Financial Services
Experience
Principal Financial Group December 2013 - Present
Aviva USA July 2012 - October 2013
Aviva Investors North America April 1999 - July 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Process Improvement, Customer Service
Education
Iowa Central Community College
Iowa State University
Field of study - Textile and Clothing Merchandising
Principal Financial Group December 2013 - Present
Aviva USA July 2012 - October 2013
Aviva Investors North America April 1999 - July 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Process Improvement, Customer Service
Education
Iowa Central Community College
Iowa State University
Field of study - Textile and Clothing Merchandising
Chad Starling Chad Starling's Principal Financial Group Experience October 2012 - March 2014
Job
Industry Financial Services
Experience
Principal Financial Group October 2012 - March 2014
Principal Financial Group March 2006 - October 2012
Principal Financial Group January 2004 - March 2006
Principal Financial Group March 2001 - January 2004
Principal Financial Group November 1997 - March 2001
Principal Financial Group May 1996 - November 1997
Fareway Stores August 1988 - May 1996
Skills
Strategic Consulting, Solution Architecture, Mobile Technology, Microsoft Exchange, Blackberry Enterprise..., Office Communications..., Video Conferencing, Ironport, Cloud Computing, Architecture, Lync Server 2010, Unified Communications, Unified Messaging, Collaboration Solutions, Software Documentation, SharePoint, Infrastructure, Information Technology, Enterprise Architecture
Education
William Penn University 1999 — 2001
B.A.
Iowa State University 1990 — 1992
Principal Financial Group October 2012 - March 2014
Principal Financial Group March 2006 - October 2012
Principal Financial Group January 2004 - March 2006
Principal Financial Group March 2001 - January 2004
Principal Financial Group November 1997 - March 2001
Principal Financial Group May 1996 - November 1997
Fareway Stores August 1988 - May 1996
Skills
Strategic Consulting, Solution Architecture, Mobile Technology, Microsoft Exchange, Blackberry Enterprise..., Office Communications..., Video Conferencing, Ironport, Cloud Computing, Architecture, Lync Server 2010, Unified Communications, Unified Messaging, Collaboration Solutions, Software Documentation, SharePoint, Infrastructure, Information Technology, Enterprise Architecture
Education
William Penn University 1999 — 2001
B.A.
Iowa State University 1990 — 1992
Kim Weber's Principal Financial Group Experience January 2013 - July 2013
Job Associate Sales Vice President at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage January 2015 - Present
MetLife April 2014 - January 2015
MetLife July 2013 - April 2014
Principal Financial Group January 2013 - July 2013
Principal Financial Group January 2011 - December 2012
Skills
Life Insurance, Sales, Disability Insurance, Ancillary Benefits, 401k, Series 63, Series 6, Fixed Annuities, 401k Rollovers, Variable Products, Investments, Retirement, Securities, Exit Strategies, Insurance
Education
Indiana University Bloomington 1983 — 1985
Bachelor of Science (BS), Merchandising and Buying Operations
Indiana University Bloomington
BS, Retail Management
Highland Capital Brokerage January 2015 - Present
MetLife April 2014 - January 2015
MetLife July 2013 - April 2014
Principal Financial Group January 2013 - July 2013
Principal Financial Group January 2011 - December 2012
Skills
Life Insurance, Sales, Disability Insurance, Ancillary Benefits, 401k, Series 63, Series 6, Fixed Annuities, 401k Rollovers, Variable Products, Investments, Retirement, Securities, Exit Strategies, Insurance
Education
Indiana University Bloomington 1983 — 1985
Bachelor of Science (BS), Merchandising and Buying Operations
Indiana University Bloomington
BS, Retail Management
Brent Goers, CMFC® Brent Goers, CMFC®'s Principal Financial Group Experience August 2008 - August 2015
Job Vice President | Financial Consultant at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation August 2015 - Present
Principal Financial Group August 2008 - August 2015
Principal Financial Group May 2005 - July 2008
Principal Financial Group November 2004 - April 2005
AXA Advisors (MONY) September 2001 - October 2004
United States Marine Corps 1999 - 2000
Skills
Financial Planning, Wealth Management, Personal Finance, Financial Markets, Investments, Retirement, Retirement Income..., Social Security, 401k Rollovers, IRAs, Public Speaking, Long Term Care Insurance, Life Insurance, Fixed Annuities, Strategic Financial..., Retirement Planning, Series 7
Education
Iowa State University 1996 — 2001
BLS, Business, Communications & Military History
Regions Financial Corporation August 2015 - Present
Principal Financial Group August 2008 - August 2015
Principal Financial Group May 2005 - July 2008
Principal Financial Group November 2004 - April 2005
AXA Advisors (MONY) September 2001 - October 2004
United States Marine Corps 1999 - 2000
Skills
Financial Planning, Wealth Management, Personal Finance, Financial Markets, Investments, Retirement, Retirement Income..., Social Security, 401k Rollovers, IRAs, Public Speaking, Long Term Care Insurance, Life Insurance, Fixed Annuities, Strategic Financial..., Retirement Planning, Series 7
Education
Iowa State University 1996 — 2001
BLS, Business, Communications & Military History
Dick Hannasch's Principal Financial Group Experience June 2009 - Present
Job Organization Development Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2009 - Present
Principal Financial Group October 2004 - June 2010
Drake University February 2006 - May 2007
Principal Financial Group 2001 - 2004
Principal Financial Group 1996 - 2001
Principal Financial Group July 1993 - June 1996
Principal Financial Group January 1992 - June 1993
Principal Financial Group April 1987 - December 1991
Skills
Coaching, Writing, Instructional Design, Human Performance..., Consulting, Performance Consulting, Needs Analysis, E-learning, Leadership Development, Team Building, Mentoring, Performance Improvement, E-Learning, Organizational..., Training Delivery, Adult Education, Talent Management, Learning Management, Training, Management, Performance Management, Employee Training, Career Development, Leadership, Learning Management..., Employee Engagement, Executive Coaching, Succession Planning, Staff Development, Organizational Design, Onboarding, Management Development, Blended Learning
Education
Iowa State University 2000 — 2003
Master's, Education (emphasis in Organizational Learning and Human Resource Development)
Iowa State University 1980 — 1986
B.S., English
Carroll Kuemper High School 1976 — 1980
Principal Financial Group June 2009 - Present
Principal Financial Group October 2004 - June 2010
Drake University February 2006 - May 2007
Principal Financial Group 2001 - 2004
Principal Financial Group 1996 - 2001
Principal Financial Group July 1993 - June 1996
Principal Financial Group January 1992 - June 1993
Principal Financial Group April 1987 - December 1991
Skills
Coaching, Writing, Instructional Design, Human Performance..., Consulting, Performance Consulting, Needs Analysis, E-learning, Leadership Development, Team Building, Mentoring, Performance Improvement, E-Learning, Organizational..., Training Delivery, Adult Education, Talent Management, Learning Management, Training, Management, Performance Management, Employee Training, Career Development, Leadership, Learning Management..., Employee Engagement, Executive Coaching, Succession Planning, Staff Development, Organizational Design, Onboarding, Management Development, Blended Learning
Education
Iowa State University 2000 — 2003
Master's, Education (emphasis in Organizational Learning and Human Resource Development)
Iowa State University 1980 — 1986
B.S., English
Carroll Kuemper High School 1976 — 1980
Kelly Fenol's Principal Financial Group Experience 2003 - 2007
Job Vice President of Operations at Spire Wellness
Industry Health, Wellness and Fitness
Experience
Spire Wellness May 2014 - Present
Accountable Health Solutions 2013 - 2014
Principal Wellness Company 2011 - 2013
Principal Wellness Company 2009 - 2011
Principal Wellness Company 2007 - 2009
Principal Financial Group 2003 - 2007
Skills
Wellness, Employee Wellness, Health Education, Wellness Coaching, Health Promotion, Employee Wellness..., Personal Training, Fitness, Corporations, Coaching, Leadership, Training, Performance Management, Employee Training, Program Management
Education
Indiana University-Purdue University at Indianapolis 2005 — 2007
Master of Health Administration
Indiana University School of Medicine 2000 — 2002
Indiana University Bloomington 1996 — 2000
Bachelor of Science (BS)
Spire Wellness May 2014 - Present
Accountable Health Solutions 2013 - 2014
Principal Wellness Company 2011 - 2013
Principal Wellness Company 2009 - 2011
Principal Wellness Company 2007 - 2009
Principal Financial Group 2003 - 2007
Skills
Wellness, Employee Wellness, Health Education, Wellness Coaching, Health Promotion, Employee Wellness..., Personal Training, Fitness, Corporations, Coaching, Leadership, Training, Performance Management, Employee Training, Program Management
Education
Indiana University-Purdue University at Indianapolis 2005 — 2007
Master of Health Administration
Indiana University School of Medicine 2000 — 2002
Indiana University Bloomington 1996 — 2000
Bachelor of Science (BS)
Paul Murphy, CFP, CFA Paul Murphy, CFP, CFA's Principal Financial Group Experience January 2013 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2013 - Present
Citco Fund Services 2011 - 2012
Fortress Investment Group February 2006 - December 2010
Skills
Investments, Portfolio Management, Mutual Funds, Financial Services, Retirement Planning, Life Insurance, Securities, Alternative Investments, Equities, Income Protection, 401k, Traditional IRA, Roth IRA, Buy-sell Agreements, College Funding..., Long Term Care Insurance
Education
Iona College
Finance, Economics, Accting, Business Law
Salesian High School
Principal Financial Group January 2013 - Present
Citco Fund Services 2011 - 2012
Fortress Investment Group February 2006 - December 2010
Skills
Investments, Portfolio Management, Mutual Funds, Financial Services, Retirement Planning, Life Insurance, Securities, Alternative Investments, Equities, Income Protection, 401k, Traditional IRA, Roth IRA, Buy-sell Agreements, College Funding..., Long Term Care Insurance
Education
Iona College
Finance, Economics, Accting, Business Law
Salesian High School
Nick Ioannacci's Principal Financial Group Experience 2001 - 2007
Job Vice President: Sales Executive Employee Benefits at Huntington
Industry Insurance
Experience
Huntington Insurance June 2013 - Present
Hylant Group January 2008 - June 2013
WebMD 2007 - 2008
Principal Financial Group 2001 - 2007
Skills
Health Insurance, Employee Benefits, Insurance, Property & Casualty..., Healthcare, Health Savings Accounts, Life Insurance, Long-term Care, Management, Medicare, Sales, Workers Compensation, Commercial Insurance, Disability Insurance, Brokers, Benefits Administration, Strategic Planning, Team Building, Account Management
Education
Indiana University Bloomington 1997 — 2001
Management
Michigan City High School
Huntington Insurance June 2013 - Present
Hylant Group January 2008 - June 2013
WebMD 2007 - 2008
Principal Financial Group 2001 - 2007
Skills
Health Insurance, Employee Benefits, Insurance, Property & Casualty..., Healthcare, Health Savings Accounts, Life Insurance, Long-term Care, Management, Medicare, Sales, Workers Compensation, Commercial Insurance, Disability Insurance, Brokers, Benefits Administration, Strategic Planning, Team Building, Account Management
Education
Indiana University Bloomington 1997 — 2001
Management
Michigan City High School
Afton Blakely Afton Blakely's Principal Financial Group Experience May 2008 - August 2008
Job Business Analyst at Athene USA
Industry Financial Services
Experience
Athene USA January 2009 - Present
Aviva USA January 2009 - October 2013
Genesis10 January 2009 - September 2009
Principal Financial Group May 2008 - August 2008
Skills
Business Requirements, SDLC, Requirements Analysis, Requirements Gathering, Business Analysis, PMO, Quality Assurance, Business Process..., Visio, Systems Analysis, Vendor Management, Process Improvement, Resource Management, User Acceptance Testing, SharePoint, Project Portfolio..., IT Strategy, Business Process, Waterfall, Software Project...
Education
Iowa State University 2004 — 2008
BS, Management/Marketing
Iowa State University - College of Business 2004 — 2008
Bachelor of Science, Business Management and Marketing
Athene USA January 2009 - Present
Aviva USA January 2009 - October 2013
Genesis10 January 2009 - September 2009
Principal Financial Group May 2008 - August 2008
Skills
Business Requirements, SDLC, Requirements Analysis, Requirements Gathering, Business Analysis, PMO, Quality Assurance, Business Process..., Visio, Systems Analysis, Vendor Management, Process Improvement, Resource Management, User Acceptance Testing, SharePoint, Project Portfolio..., IT Strategy, Business Process, Waterfall, Software Project...
Education
Iowa State University 2004 — 2008
BS, Management/Marketing
Iowa State University - College of Business 2004 — 2008
Bachelor of Science, Business Management and Marketing
Mackenzie Thomas Mackenzie Thomas's Principal Financial Group Experience May 2010 - August 2010
Job Sr Product Analyst at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance August 2014 - Present
Nationwide Insurance January 2011 - August 2014
Principal Financial Group May 2010 - August 2010
CUNA Mutual Group May 2008 - August 2009
Skills
Actuarial Science
Education
University of Northern Iowa 2006 — 2010
Bachelor of Arts (BA), Actuarial Science
Iowa Central Community College 2005 — 2006
Nationwide Insurance August 2014 - Present
Nationwide Insurance January 2011 - August 2014
Principal Financial Group May 2010 - August 2010
CUNA Mutual Group May 2008 - August 2009
Skills
Actuarial Science
Education
University of Northern Iowa 2006 — 2010
Bachelor of Arts (BA), Actuarial Science
Iowa Central Community College 2005 — 2006
Brian Giles, AIF®, QPFC, QKA's Principal Financial Group Experience December 2007 - June 2011
Job Field Vice President Central Region at OneAmerica
Industry Financial Services
Experience
OneAmerica January 2015 - Present
White Oak Advisors August 2011 - January 2015
Principal Financial Group December 2007 - June 2011
Principal Financial Group May 2006 - December 2007
Niles Lankford Group April 2001 - April 2006
American United Life December 1999 - April 2001
Franklin Templeton Investments July 1998 - December 1999
Skills
Retirement Plan..., ERISA, Defined Benefit, Pensions, Retirement Planning, Defined Contribution, Series 7, Plan Design, Retirement Plan..., 403(b) Consulting
Education
Indiana University—Purdue University Fort Wayne 1995 — 1998
BS in Finance
Purdue University 1993 — 1995
OneAmerica January 2015 - Present
White Oak Advisors August 2011 - January 2015
Principal Financial Group December 2007 - June 2011
Principal Financial Group May 2006 - December 2007
Niles Lankford Group April 2001 - April 2006
American United Life December 1999 - April 2001
Franklin Templeton Investments July 1998 - December 1999
Skills
Retirement Plan..., ERISA, Defined Benefit, Pensions, Retirement Planning, Defined Contribution, Series 7, Plan Design, Retirement Plan..., 403(b) Consulting
Education
Indiana University—Purdue University Fort Wayne 1995 — 1998
BS in Finance
Purdue University 1993 — 1995
Chuck Hurst, ChFC® Chuck Hurst, ChFC®'s Principal Financial Group Experience January 2007 - Present
Job Retirement Plan Professional / SR. BPC for the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2007 - Present
Northwestern Mutual April 2004 - January 2007
Skills
401k, Retirement, Retirement Planning, Employee Benefits, Financial Advisory, Leadership, Portfolio Management, Investment Strategies, Risk Management, Training, Asset Allocation, Italian Translation, Tap Dance, Brunch
Education
Indiana University Bloomington 1998 — 2003
BSPA, Sociology minor
The American College 2008 — 2010
ChFC®, Financial Consulting
FINRA 2004 — 2007
Series 6, 7, 63, 66
Principal Financial Group January 2007 - Present
Northwestern Mutual April 2004 - January 2007
Skills
401k, Retirement, Retirement Planning, Employee Benefits, Financial Advisory, Leadership, Portfolio Management, Investment Strategies, Risk Management, Training, Asset Allocation, Italian Translation, Tap Dance, Brunch
Education
Indiana University Bloomington 1998 — 2003
BSPA, Sociology minor
The American College 2008 — 2010
ChFC®, Financial Consulting
FINRA 2004 — 2007
Series 6, 7, 63, 66
Nicholas Kraiko's Principal Financial Group Experience May 2011 - January 2014
Job Financial Advisor
Industry Financial Services
Experience
National Securities January 2014 - Present
Principal Financial Group May 2011 - January 2014
Edward Jones, Finance September 2009 - April 2011
JP Morgan Chase, Business Development August 2008 - June 2009
UPS May 2006 - October 2007
United Parcel Service, Finance February 2006 - May 2006
UPS June 2005 - February 2006
Skills
Retirement Planning, Finance, Insurance, Investments, Sales, Series 7, Retirement, Life Insurance, New Business Development, Marketing Strategy, Mutual Funds, Strategic Financial..., Wealth Management, Financial Advisory, Fixed Annuities, Accounting, 401k, Financial Risk, Securities, Portfolio Management, Financial Services, Asset Management, Disability Insurance
Education
Indiana University - Kelley School of Business 2001 — 2005
Business Economics; Public Policy, Finance, and International Business
University of Maastricht. Maastricht
European economics and international business
National Securities January 2014 - Present
Principal Financial Group May 2011 - January 2014
Edward Jones, Finance September 2009 - April 2011
JP Morgan Chase, Business Development August 2008 - June 2009
UPS May 2006 - October 2007
United Parcel Service, Finance February 2006 - May 2006
UPS June 2005 - February 2006
Skills
Retirement Planning, Finance, Insurance, Investments, Sales, Series 7, Retirement, Life Insurance, New Business Development, Marketing Strategy, Mutual Funds, Strategic Financial..., Wealth Management, Financial Advisory, Fixed Annuities, Accounting, 401k, Financial Risk, Securities, Portfolio Management, Financial Services, Asset Management, Disability Insurance
Education
Indiana University - Kelley School of Business 2001 — 2005
Business Economics; Public Policy, Finance, and International Business
University of Maastricht. Maastricht
European economics and international business
Matt Whitesel's Principal Financial Group Experience May 2011 - August 2011
Job Management Consultant at PwC
Industry Management Consulting
Connie Marcum's Principal Financial Group Experience 1989 - 2002
Job Financial Representative, Owner at Marcum Benefit Group
Industry Financial Services
Experience
Marcum Benefit Group January 2005 - Present
Principal Financial Group 1989 - 2002
Principal Financial Group 1989 - 2002
Skills
Retirement Planning, 401k, Employee Benefits, Business Development, Retirement, Management, Insurance, Investments, Mutual Funds, Series 7, Strategic Planning, Sales, Series 63, Term Life Insurance, Pensions
Education
Indiana University Bloomington 1978 — 1983
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Indiana University
BS, Business Administration and Management, General
Marcum Benefit Group January 2005 - Present
Principal Financial Group 1989 - 2002
Principal Financial Group 1989 - 2002
Skills
Retirement Planning, 401k, Employee Benefits, Business Development, Retirement, Management, Insurance, Investments, Mutual Funds, Series 7, Strategic Planning, Sales, Series 63, Term Life Insurance, Pensions
Education
Indiana University Bloomington 1978 — 1983
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Indiana University
BS, Business Administration and Management, General
Gregory Brown, CFP®, ChFC, CLU, AAMS®, AWMA® Gregory Brown, CFP®, ChFC, CLU, AAMS®, AWMA®'s Principal Financial Group Experience 1982 - 2004
Job Financial Advisor at Cambridge Financial Center
Industry Financial Services
Experience
Cambridge Financial Center 2004 - Present
Principal Financial Group 1982 - 2004
Skills
Retirement, Wealth Management, Finance, Insurance, Estate Planning, Employee Benefits, Retirement Planning, Fixed Annuities, 401k, Strategic Financial..., Life Insurance, Investments, IRAs, Disability Insurance, Wealth, Key Person Insurance
Education
Indiana University Bloomington 1970 — 1974
MA, Spanish Linguistics
Weber State University 1967 — 1970
BA, Spanish Linguistics, Magna Cum Laude
Cambridge Financial Center 2004 - Present
Principal Financial Group 1982 - 2004
Skills
Retirement, Wealth Management, Finance, Insurance, Estate Planning, Employee Benefits, Retirement Planning, Fixed Annuities, 401k, Strategic Financial..., Life Insurance, Investments, IRAs, Disability Insurance, Wealth, Key Person Insurance
Education
Indiana University Bloomington 1970 — 1974
MA, Spanish Linguistics
Weber State University 1967 — 1970
BA, Spanish Linguistics, Magna Cum Laude
Cherisse Mitchell's Principal Financial Group Experience March 1997 - May 2005
Job Employee Benefits Service Operations Lead at Neace Lukens
Industry Insurance
Experience
Assured Neace Lukens March 2012 - Present
Arison Insurance Services, Inc. September 2011 - April 2012
Arison Insurance Services, Inc. October 2010 - September 2011
Russell Benefit Consulting, LLC July 2008 - September 2010
Rogers Benefit Group June 2005 - August 2007
Principal Financial Group March 1997 - May 2005
Skills
Management, Account Management, Employee Benefits, Insurance, Customer Service, Health Insurance, Operations Management, Building Relationships, Team Leadership, Recruiting, Healthcare, Benefits Administration, Health Savings Accounts, Life Insurance, Public Speaking, Disability Insurance, Team Building, Leadership, Employee Training, Sales, Underwriting, Strategic Planning, Human Resources, Brokers, Workers Compensation, Property & Casualty..., Long-term Care, Term Life Insurance, Claim, Commercial Insurance, COBRA, Medicare, Managed Care, Professional Liability, 401k, Legal Liability, Fixed Annuities, Casualty, Retirement, General Insurance, Umbrella Insurance, Liability, Customer Retention
Education
Indiana Wesleyan University
Business Administration
Assured Neace Lukens March 2012 - Present
Arison Insurance Services, Inc. September 2011 - April 2012
Arison Insurance Services, Inc. October 2010 - September 2011
Russell Benefit Consulting, LLC July 2008 - September 2010
Rogers Benefit Group June 2005 - August 2007
Principal Financial Group March 1997 - May 2005
Skills
Management, Account Management, Employee Benefits, Insurance, Customer Service, Health Insurance, Operations Management, Building Relationships, Team Leadership, Recruiting, Healthcare, Benefits Administration, Health Savings Accounts, Life Insurance, Public Speaking, Disability Insurance, Team Building, Leadership, Employee Training, Sales, Underwriting, Strategic Planning, Human Resources, Brokers, Workers Compensation, Property & Casualty..., Long-term Care, Term Life Insurance, Claim, Commercial Insurance, COBRA, Medicare, Managed Care, Professional Liability, 401k, Legal Liability, Fixed Annuities, Casualty, Retirement, General Insurance, Umbrella Insurance, Liability, Customer Retention
Education
Indiana Wesleyan University
Business Administration
Cydney Shields, PMP, CISA Cydney Shields, PMP, CISA's Principal Financial Group Experience 1994 - 1998
Job IT Manager, Program/Pjt Mgt Verizon Business
Industry Telecommunications
Experience
Verizon Business September 1999 - Present
MCI 2000 - 2004
UUNET 1999 - 2004
Principal Financial Group 1994 - 1998
Principal Health Care 1993 - 1998
Education
Indiana University of Pennsylvania
University of Maryland University College
Technology Mgt
Verizon Business September 1999 - Present
MCI 2000 - 2004
UUNET 1999 - 2004
Principal Financial Group 1994 - 1998
Principal Health Care 1993 - 1998
Education
Indiana University of Pennsylvania
University of Maryland University College
Technology Mgt
Dave Johnston, ABC, CLU Dave Johnston, ABC, CLU's Principal Financial Group Experience May 1978 - July 1985
Job HR Communications Consultant
Industry Management Consulting
Experience
Johnston HR Consulting August 2004 - Present
Aon Consulting July 2003 - August 2004
Watson Wyatt Worldwide May 1996 - June 2002
Towers Perrin July 1985 - May 1996
Principal Financial Group May 1978 - July 1985
Skills
Internal Communications, Employee Benefits, Corporate Communications, Employee Engagement, Strategic Communications, Summary Plan..., Benefit and..., Deferred Compensation, Management, Performance Management, Marketing Communications, Communication, Human Resources, Change Management, Organizational Design, Strategy, Organizational..., Defined Benefit, HR Consulting, Talent Management, Organizational..., Job Evaluation, Consulting, Leadership Development, Executive Coaching, Culture Change, HR Transformation, Management Consulting, Human Capital, Mergers & Acquisitions, Personnel Management, Incentive Programs
Education
Harvard Graduate Business School 1997 — 1997
Cert., Management Consulting
Iowa State University 1974 — 1979
BS, Journalism and Mass Communication
Johnston HR Consulting August 2004 - Present
Aon Consulting July 2003 - August 2004
Watson Wyatt Worldwide May 1996 - June 2002
Towers Perrin July 1985 - May 1996
Principal Financial Group May 1978 - July 1985
Skills
Internal Communications, Employee Benefits, Corporate Communications, Employee Engagement, Strategic Communications, Summary Plan..., Benefit and..., Deferred Compensation, Management, Performance Management, Marketing Communications, Communication, Human Resources, Change Management, Organizational Design, Strategy, Organizational..., Defined Benefit, HR Consulting, Talent Management, Organizational..., Job Evaluation, Consulting, Leadership Development, Executive Coaching, Culture Change, HR Transformation, Management Consulting, Human Capital, Mergers & Acquisitions, Personnel Management, Incentive Programs
Education
Harvard Graduate Business School 1997 — 1997
Cert., Management Consulting
Iowa State University 1974 — 1979
BS, Journalism and Mass Communication
David Foster, JD, CLU, ChFC, CAP David Foster, JD, CLU, ChFC, CAP's Principal Financial Group Experience May 1999 - July 2007
Job Advanced Marketing Attorney at Ash Brokerage specializing in Estate Planning | Business Succession | Tax Laws
Industry Financial Services
Experience
Ash Brokerage July 2007 - Present
Principal Financial Group May 1999 - July 2007
BISYS Insurance Services May 1994 - May 1999
Skills
Life Insurance, Estate Planning, Succession Planning, Deferred Compensation, Charitable Gift Planning, Multi-generational..., Long Term Care Insurance, Disability Insurance, Fixed Annuities, Retirement Planning, Buy Sell Agreements, Business Succession, Advanced Sales
Education
Widener University School of Law 1998 — 2002
Doctor of Law (J.D.), Law
Indiana University of Pennsylvania 1986 — 1990
Bachelor of Science (B.S.), Finance and Economics
Ash Brokerage July 2007 - Present
Principal Financial Group May 1999 - July 2007
BISYS Insurance Services May 1994 - May 1999
Skills
Life Insurance, Estate Planning, Succession Planning, Deferred Compensation, Charitable Gift Planning, Multi-generational..., Long Term Care Insurance, Disability Insurance, Fixed Annuities, Retirement Planning, Buy Sell Agreements, Business Succession, Advanced Sales
Education
Widener University School of Law 1998 — 2002
Doctor of Law (J.D.), Law
Indiana University of Pennsylvania 1986 — 1990
Bachelor of Science (B.S.), Finance and Economics
Beth McCrocklin-Wagner's Principal Financial Group Experience November 2002 - December 2010
Job Manager Underwriting HCCMIS Indianapolis
Industry Insurance
Experience
HCC Medical Insurance Services July 2012 - Present
HCC Medical Insurance Services May 2011 - Present
Principal Financial Group November 2002 - December 2010
Warren Steinborn Associates May 2000 - August 2002
Skills
Health Insurance
Education
Indiana University-Purdue University at Indianapolis
Bachelors of Science, Health Care Administration
HCC Medical Insurance Services July 2012 - Present
HCC Medical Insurance Services May 2011 - Present
Principal Financial Group November 2002 - December 2010
Warren Steinborn Associates May 2000 - August 2002
Skills
Health Insurance
Education
Indiana University-Purdue University at Indianapolis
Bachelors of Science, Health Care Administration
Frank Mokosak Frank Mokosak's Principal Financial Group Experience 1990 - 1995
Job Certified Financial Planner™ | Wealth & Investment Coach | President of Mokosak Advisory Group
Industry Financial Services
Experience
Mokosak Advisory Group January 1995 - Present
Cambridge Investment Research 2004 - Present
Matson Money 1995 - Present
Mokosak Advisory Group 1995 - Present
Mokosak Advisory Group, LLC. 1995 - Present
Principal Financial Group 1990 - 1995
Skills
Bonds, Common Stock, Educational IRA, Brokerage Accounts, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Treasury Bills, Government Securities, Treasury Notes, Variable Annuity, Retirement planning, Retirement income..., Tax plans, 401k planning, 403b planning, College plans, Estate Plans, Money purchasing plans, Profit sharing plans, Disability income..., Life insurance, LTC insurance, Investor coach, Physician & business..., Financial planning, Investment planning, Young adult financial..., Family financial advisor, Investments, Retirement Planning, Strategic Financial..., Fixed Annuities, 401k
Education
Iowa Central Community College 1981 — 1983
University of Northern Iowa 1979 — 1981
Mokosak Advisory Group January 1995 - Present
Cambridge Investment Research 2004 - Present
Matson Money 1995 - Present
Mokosak Advisory Group 1995 - Present
Mokosak Advisory Group, LLC. 1995 - Present
Principal Financial Group 1990 - 1995
Skills
Bonds, Common Stock, Educational IRA, Brokerage Accounts, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Treasury Bills, Government Securities, Treasury Notes, Variable Annuity, Retirement planning, Retirement income..., Tax plans, 401k planning, 403b planning, College plans, Estate Plans, Money purchasing plans, Profit sharing plans, Disability income..., Life insurance, LTC insurance, Investor coach, Physician & business..., Financial planning, Investment planning, Young adult financial..., Family financial advisor, Investments, Retirement Planning, Strategic Financial..., Fixed Annuities, 401k
Education
Iowa Central Community College 1981 — 1983
University of Northern Iowa 1979 — 1981
Brian Shadle Brian Shadle's Principal Financial Group Experience April 2001 - December 2008
Job Vice President of Finance and Technology for RINAlliance Inc. and PMCI
Industry Computer Software
Experience
RINAlliance, Inc and PMCI August 2009 - Present
Principal Financial Group April 2001 - December 2008
Robert Half Int'l Management Resources April 2000 - March 2001
Safety-Kleen Corporation April 1999 - April 2000
Titan Tire Corporation April 1998 - April 1999
Deluxe Direct May 1991 - October 1997
Skills
Business Process..., Accounting, Program Management, Managerial Finance, Management, Process Improvement, Strategic Planning, Cost Accounting, Leadership, Manufacturing, Budgets, Sales, Software Development, Operational Excellence, Executive Management, Strategic Financial..., Software Project..., Consulting, Inventory Control, Auditing, Corporate Finance, Nonprofits, Lean Operations, Cost Management, Activity Based Costing, MRI Software, Business Service..., Agile Project Management, Cash Management, IT Security Policies, Financial Management, Budgeting, Non-profits, Third Party Vendor..., Board Relations, Institutional..., Renewable Fuel Standard, Renewable Fuel Standard..., RINs, EPA Renewable Fuel..., RFS Attestations, RIN Marketing, RFS Compliance Software...
Education
Iowa State University 1986 — 1988
BBA, Accounting
North Iowa Area Community College 1984 — 1986
AA, Business
RINAlliance, Inc and PMCI August 2009 - Present
Principal Financial Group April 2001 - December 2008
Robert Half Int'l Management Resources April 2000 - March 2001
Safety-Kleen Corporation April 1999 - April 2000
Titan Tire Corporation April 1998 - April 1999
Deluxe Direct May 1991 - October 1997
Skills
Business Process..., Accounting, Program Management, Managerial Finance, Management, Process Improvement, Strategic Planning, Cost Accounting, Leadership, Manufacturing, Budgets, Sales, Software Development, Operational Excellence, Executive Management, Strategic Financial..., Software Project..., Consulting, Inventory Control, Auditing, Corporate Finance, Nonprofits, Lean Operations, Cost Management, Activity Based Costing, MRI Software, Business Service..., Agile Project Management, Cash Management, IT Security Policies, Financial Management, Budgeting, Non-profits, Third Party Vendor..., Board Relations, Institutional..., Renewable Fuel Standard, Renewable Fuel Standard..., RINs, EPA Renewable Fuel..., RFS Attestations, RIN Marketing, RFS Compliance Software...
Education
Iowa State University 1986 — 1988
BBA, Accounting
North Iowa Area Community College 1984 — 1986
AA, Business
Dan Nemmers Dan Nemmers's Principal Financial Group Experience November 1983 - April 2002
Job Executive VP of Lockton Companies, LLC & Retirement Plan Consultant for Lockton Retirement Services
Industry Financial Services
Experience
Lockton Companies May 2002 - Present
Principal Financial Group November 1983 - April 2002
Skills
Retirement Planning, Retirement, Investments, Retirement Plan..., Employee Benefits, 401k, Qualified Retirement..., Mutual Funds, Financial Advisory, Series 6, Insurance, Defined Benefit, Series 63, Due Diligence, Pensions, Asset Allocation, Investment Advisory, Series 65, Fixed Annuities, Financial Services, Series 7, ERISA, Disability Insurance, Fiduciary, Defined Contribution, Life Insurance, Profit Sharing, Wealth Management, Health Insurance
Education
Iowa State University
Bachelor of Science (B.S.), Business
Iowa State University - College of Business
BS, Finance
Lockton Companies May 2002 - Present
Principal Financial Group November 1983 - April 2002
Skills
Retirement Planning, Retirement, Investments, Retirement Plan..., Employee Benefits, 401k, Qualified Retirement..., Mutual Funds, Financial Advisory, Series 6, Insurance, Defined Benefit, Series 63, Due Diligence, Pensions, Asset Allocation, Investment Advisory, Series 65, Fixed Annuities, Financial Services, Series 7, ERISA, Disability Insurance, Fiduciary, Defined Contribution, Life Insurance, Profit Sharing, Wealth Management, Health Insurance
Education
Iowa State University
Bachelor of Science (B.S.), Business
Iowa State University - College of Business
BS, Finance
Shweta Mande's Principal Financial Group Experience October 2008 - July 2010
Job Specialist IT Application Development (DW ETL)
Industry Information Technology and Services
Experience
Nationwide Insurance March 2013 - Present
Information Control Corporation January 2013 - November 2013
Capgemini July 2010 - January 2013
Principal Financial Group October 2008 - July 2010
JPMorgan Chase September 2006 - October 2008
Cognizant Technology Solutions August 2006 - October 2008
Skills
Data Warehousing, SDLC, DB2, JCL, ETL, COBOL, Unix, VSAM, Testing, Business Intelligence, Unix Shell Scripting, User Acceptance Testing, Software Development, Requirements Analysis, Requirements Gathering, CICS, Informatica, SAS, Risk Management, Big Data, Datastage, Datastage 8.1, Netezza, SQL, Agile Methodologies, Lean Software..., Business Analysis, Python, R
Education
Indiana University Bloomington 2015 — 2016
Master’s Degree
Government College Of Engineering, Aurangabad 2002 — 2006
Bachelor’s Degree
Nationwide Insurance March 2013 - Present
Information Control Corporation January 2013 - November 2013
Capgemini July 2010 - January 2013
Principal Financial Group October 2008 - July 2010
JPMorgan Chase September 2006 - October 2008
Cognizant Technology Solutions August 2006 - October 2008
Skills
Data Warehousing, SDLC, DB2, JCL, ETL, COBOL, Unix, VSAM, Testing, Business Intelligence, Unix Shell Scripting, User Acceptance Testing, Software Development, Requirements Analysis, Requirements Gathering, CICS, Informatica, SAS, Risk Management, Big Data, Datastage, Datastage 8.1, Netezza, SQL, Agile Methodologies, Lean Software..., Business Analysis, Python, R
Education
Indiana University Bloomington 2015 — 2016
Master’s Degree
Government College Of Engineering, Aurangabad 2002 — 2006
Bachelor’s Degree
Jacqueline Terrell's Principal Financial Group Experience May 2015 - Present
Job Data Analyst Intern at Principal Financial Group
Industry
Experience
Principal Financial Group May 2015 - Present
Jill Behrman 5K Color Run January 2014 - Present
Indiana University Accounting Department January 2014 - Present
City of Minnetonka Assessing Department May 2014 - August 2014
Kelley Living Learning Center September 2013 - May 2014
Minnetonka Breezes School Newspaper August 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media
Education
Indiana University Bloomington 2013 — 2017
Bachelor of Science (BS), Accounting, Finance and Technology Management, Junior
Principal Financial Group May 2015 - Present
Jill Behrman 5K Color Run January 2014 - Present
Indiana University Accounting Department January 2014 - Present
City of Minnetonka Assessing Department May 2014 - August 2014
Kelley Living Learning Center September 2013 - May 2014
Minnetonka Breezes School Newspaper August 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media
Education
Indiana University Bloomington 2013 — 2017
Bachelor of Science (BS), Accounting, Finance and Technology Management, Junior
Brandon Babcock Brandon Babcock's Principal Financial Group Experience November 2013 - Present
Job Marketing Communications Consultant at The Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2013 - Present
IABC July 2013 - June 2014
Principal Financial Group June 2011 - November 2013
IABC July 2012 - June 2013
IABC July 2011 - June 2012
IABC July 2009 - June 2011
Principal Financial Group July 2006 - May 2011
Kansas City Star 2003 - 2006
Arizona Republic 2003 - 2003
Peoria Journal Star 2000 - 2002
Skills
Strategic Communications, Editing, Content Management, Dreamweaver, Project Management, Internal Communications, Media Relations, Corporate Communications, Press Releases, Speech Writing, Crisis Communications, Newsletters, Publications, Leadership, Fundraising, Strategy, Copy Editing
Education
Iowa State University 1999 — 2003
Bachelor of Arts, Journalism and Mass Communication
Canton High School 1995 — 1999
Principal Financial Group November 2013 - Present
IABC July 2013 - June 2014
Principal Financial Group June 2011 - November 2013
IABC July 2012 - June 2013
IABC July 2011 - June 2012
IABC July 2009 - June 2011
Principal Financial Group July 2006 - May 2011
Kansas City Star 2003 - 2006
Arizona Republic 2003 - 2003
Peoria Journal Star 2000 - 2002
Skills
Strategic Communications, Editing, Content Management, Dreamweaver, Project Management, Internal Communications, Media Relations, Corporate Communications, Press Releases, Speech Writing, Crisis Communications, Newsletters, Publications, Leadership, Fundraising, Strategy, Copy Editing
Education
Iowa State University 1999 — 2003
Bachelor of Arts, Journalism and Mass Communication
Canton High School 1995 — 1999
Dave Baumann, CLU, ChFC Dave Baumann, CLU, ChFC's Principal Financial Group Experience January 2011 - Present
Job Financial Representative
Industry Financial Services
Experience
Principal Financial Group January 2011 - Present
Education
The University of South Dakota 1970 — 1973
MNS
Iowa State University 1963 — 1967
Bachelor of Science
Principal Financial Group January 2011 - Present
Education
The University of South Dakota 1970 — 1973
MNS
Iowa State University 1963 — 1967
Bachelor of Science
Jennifer Meltzer Jennifer Meltzer's Principal Financial Group Experience 1983 - 1992
Job Fan Builder | Social Media Strategist
Industry Public Relations and Communications
Experience
Social Media Training and Support August 2008 - Present
Social Business Consulting Group (Society3) March 2011 - December 2012
Franklin Templeton Investments January 2004 - July 2008
Non Profits January 2002 - January 2004
ING 1996 - 2002
Principal Financial Group 1983 - 1992
Education
Social Media Academy
City University
International School of Brussels
Old Dominion University
University of Oregon
Social Media Training and Support August 2008 - Present
Social Business Consulting Group (Society3) March 2011 - December 2012
Franklin Templeton Investments January 2004 - July 2008
Non Profits January 2002 - January 2004
ING 1996 - 2002
Principal Financial Group 1983 - 1992
Education
Social Media Academy
City University
International School of Brussels
Old Dominion University
University of Oregon
Douglas Steinkamp Douglas Steinkamp's Principal Financial Group Experience May 2014 - February 2015
Job Analyst at RERC, A Situs Company
Industry Real Estate
Experience
RERC, A Situs Company February 2015 - Present
Principal Financial Group May 2014 - February 2015
Northwestern Mutual 2013 - 2013
Skills
Leadership, Social Media, Public Speaking
Education
Iowa State University 2012 — 2014
Bachelor's degree, Finance and Management
Iowa Central Community College 2010 — 2011
Associate of Arts (AA), Business/Commerce, General
RERC, A Situs Company February 2015 - Present
Principal Financial Group May 2014 - February 2015
Northwestern Mutual 2013 - 2013
Skills
Leadership, Social Media, Public Speaking
Education
Iowa State University 2012 — 2014
Bachelor's degree, Finance and Management
Iowa Central Community College 2010 — 2011
Associate of Arts (AA), Business/Commerce, General
Ryan Melby's Principal Financial Group Experience June 2005 - December 2009
Job Digital Marketing Analyst
Industry Marketing and Advertising
Experience
DEFENDERS June 2015 - Present
89 Degrees July 2014 - June 2015
DEFENDERS May 2011 - July 2014
DEFENDERS December 2009 - May 2011
Principal Financial Group June 2005 - December 2009
VEI - Community Health Network January 2001 - June 2005
Skills
Google Adwords, Google Analytics, Microsoft Office 2007, Microsoft AdCenter, MSN AdCenter, Analysis, Digital Marketing, Online Advertising, Data Analysis, Web Analytics, Online Lead Generation, Inbound Lead Generation, Inbound Marketing, Marketing, PPC Bid Management, PPC, Sales Analysis, Financial Analysis, Financial Reporting, Accounting, Accounts Payable, Accounts Receivable, Bookkeeping, Financial Statement..., Financial Statements, Budgets, Wellness Reporting, Microsoft Excel, Microsoft Access, Bing Advertising, Yahoo Search Marketing, Property Management..., Customer Acquisition, Management, Sales, Lead Generation, Email Marketing, Market Analysis, Time Management, SEM, Online Marketing, Direct Marketing, Mobile Marketing, Mobile Advertising, Account Management, Social Media Marketing, Marketing Strategy, Strategic Planning, Analytics
Education
Indiana University Bloomington 1997 — 2001
Bachelor's Degree, Public Financial Management
DEFENDERS June 2015 - Present
89 Degrees July 2014 - June 2015
DEFENDERS May 2011 - July 2014
DEFENDERS December 2009 - May 2011
Principal Financial Group June 2005 - December 2009
VEI - Community Health Network January 2001 - June 2005
Skills
Google Adwords, Google Analytics, Microsoft Office 2007, Microsoft AdCenter, MSN AdCenter, Analysis, Digital Marketing, Online Advertising, Data Analysis, Web Analytics, Online Lead Generation, Inbound Lead Generation, Inbound Marketing, Marketing, PPC Bid Management, PPC, Sales Analysis, Financial Analysis, Financial Reporting, Accounting, Accounts Payable, Accounts Receivable, Bookkeeping, Financial Statement..., Financial Statements, Budgets, Wellness Reporting, Microsoft Excel, Microsoft Access, Bing Advertising, Yahoo Search Marketing, Property Management..., Customer Acquisition, Management, Sales, Lead Generation, Email Marketing, Market Analysis, Time Management, SEM, Online Marketing, Direct Marketing, Mobile Marketing, Mobile Advertising, Account Management, Social Media Marketing, Marketing Strategy, Strategic Planning, Analytics
Education
Indiana University Bloomington 1997 — 2001
Bachelor's Degree, Public Financial Management
Nona Moore Nona Moore's Principal Financial Group Experience February 1997 - June 2003
Job International Project Accountant at John Deere Financial
Industry Financial Services
Experience
John Deere Financial January 2012 - Present
John Deere Financial June 2011 - January 2012
John Deere Financial April 2007 - June 2011
John Deere Financial May 2006 - April 2007
John Deere Financial June 2003 - May 2006
Principal Financial Group February 1997 - June 2003
Skills
Financial Analysis, Financial Accounting, Internal Audit, Accounting, Financial Reporting
Education
Indiana University - Kelley School of Business 2004 — 2007
MBA, Strategic Management
Luther College 1986 — 1990
BS, Accounting
Hampton High School
John Deere Financial January 2012 - Present
John Deere Financial June 2011 - January 2012
John Deere Financial April 2007 - June 2011
John Deere Financial May 2006 - April 2007
John Deere Financial June 2003 - May 2006
Principal Financial Group February 1997 - June 2003
Skills
Financial Analysis, Financial Accounting, Internal Audit, Accounting, Financial Reporting
Education
Indiana University - Kelley School of Business 2004 — 2007
MBA, Strategic Management
Luther College 1986 — 1990
BS, Accounting
Hampton High School
Anne Morman, CHRS Anne Morman, CHRS's Principal Financial Group Experience May 2005 - June 2013
Job Senior Data Architect at Health E(fx)
Industry Information Technology and Services
Experience
Health E(fx) June 2015 - Present
Wells Fargo Home Mortgage April 2014 - June 2015
Businessolver June 2013 - April 2014
Principal Financial Group May 2005 - June 2013
EMCO Enterprises January 2004 - August 2004
Frito Lay May 2003 - December 2003
Skills
Process Improvement, Team Leadership, Software Documentation, Training, SharePoint, Program Management, Requirements Analysis, SDLC, Integration, Databases, Directing, Visio, Complaint Management, Vendor Management
Education
Iowa State University - College of Business 2006 — 2008
MBA, Emphasis: Management Information Systems
Iowa State University - College of Business 2004 — 2005
Secondary Major, Management Information Systems
Iowa State University 1998 — 2002
Bachelor of Science, Industrial & Manufacturing Systems Engineering
Health E(fx) June 2015 - Present
Wells Fargo Home Mortgage April 2014 - June 2015
Businessolver June 2013 - April 2014
Principal Financial Group May 2005 - June 2013
EMCO Enterprises January 2004 - August 2004
Frito Lay May 2003 - December 2003
Skills
Process Improvement, Team Leadership, Software Documentation, Training, SharePoint, Program Management, Requirements Analysis, SDLC, Integration, Databases, Directing, Visio, Complaint Management, Vendor Management
Education
Iowa State University - College of Business 2006 — 2008
MBA, Emphasis: Management Information Systems
Iowa State University - College of Business 2004 — 2005
Secondary Major, Management Information Systems
Iowa State University 1998 — 2002
Bachelor of Science, Industrial & Manufacturing Systems Engineering
Courtney Petersen's Principal Financial Group Experience May 2015 - May 2015
Job Student at Grinnell College
Industry Public Relations and Communications
Experience
Grinnell College Center for Careers, Life, and Service August 2015 - Present
Grinnell College July 2015 - Present
T-Shirt Quilts By Tammy July 2015 - Present
Grinnell Regional Medical Center April 2015 - Present
Mayflower Retirement Community January 2015 - Present
Grinnell College Volleyball January 2015 - Present
SportQuest Ministries June 2015 - June 2015
Principal Financial Group May 2015 - May 2015
Grinnell College January 2015 - May 2015
Cory Nikkel January 2014 - May 2014
Skills
Leadership, Public Speaking, Teaching, Microsoft Office, Editing, Fundraising, Community Outreach, Student Affairs, Event Planning, Program Development, Writing, Social Media, Spanish, Teamwork
Education
Grinnell College 2014 — 2018
Bachelor's degree, Sociology and Anthropology
Iowa Central Community College 2010 — 2014
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Montezuma High School 2010 — 2014
High School Diploma, High School/Secondary Diplomas and Certificates
Grinnell College Center for Careers, Life, and Service August 2015 - Present
Grinnell College July 2015 - Present
T-Shirt Quilts By Tammy July 2015 - Present
Grinnell Regional Medical Center April 2015 - Present
Mayflower Retirement Community January 2015 - Present
Grinnell College Volleyball January 2015 - Present
SportQuest Ministries June 2015 - June 2015
Principal Financial Group May 2015 - May 2015
Grinnell College January 2015 - May 2015
Cory Nikkel January 2014 - May 2014
Skills
Leadership, Public Speaking, Teaching, Microsoft Office, Editing, Fundraising, Community Outreach, Student Affairs, Event Planning, Program Development, Writing, Social Media, Spanish, Teamwork
Education
Grinnell College 2014 — 2018
Bachelor's degree, Sociology and Anthropology
Iowa Central Community College 2010 — 2014
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Montezuma High School 2010 — 2014
High School Diploma, High School/Secondary Diplomas and Certificates
Danielle (Gibbons) West Danielle (Gibbons) West's Principal Financial Group Experience March 2015 - Present
Job Marketing Communications Consultant at Principal Financial Group
Industry Marketing and Advertising
Experience
Principal Financial Group March 2015 - Present
Greenlee Alumni & Friends January 2013 - Present
Public Relations Society of America - Central Iowa Chapter December 2011 - Present
Iowa Realty March 2012 - March 2015
Norwex Environmental Products March 2013 - December 2014
Financial Plus Credit Union June 2011 - March 2012
Iowa State Daily May 2010 - May 2011
Iowa State University Athletics Department August 2009 - May 2011
Iowa State Daily January 2010 - May 2010
Greater Des Moines Convention & Visitors Bureau June 2008 - August 2008
Skills
Public Relations, Event Management, Press Releases, Facebook, Newspaper, Special Events, Media Relations, Social Media, Marketing Communications, Social Media Marketing, Blogging, Journalism, Newspapers, Time Management, Management, Marketing, Event Planning, Social Networking
Education
Iowa State University 2007 — 2011
Bachelors of Science, Journalism and Mass Communication
Principal Financial Group March 2015 - Present
Greenlee Alumni & Friends January 2013 - Present
Public Relations Society of America - Central Iowa Chapter December 2011 - Present
Iowa Realty March 2012 - March 2015
Norwex Environmental Products March 2013 - December 2014
Financial Plus Credit Union June 2011 - March 2012
Iowa State Daily May 2010 - May 2011
Iowa State University Athletics Department August 2009 - May 2011
Iowa State Daily January 2010 - May 2010
Greater Des Moines Convention & Visitors Bureau June 2008 - August 2008
Skills
Public Relations, Event Management, Press Releases, Facebook, Newspaper, Special Events, Media Relations, Social Media, Marketing Communications, Social Media Marketing, Blogging, Journalism, Newspapers, Time Management, Management, Marketing, Event Planning, Social Networking
Education
Iowa State University 2007 — 2011
Bachelors of Science, Journalism and Mass Communication
Nicholas Millhouse's Principal Financial Group Experience June 2014 - December 2014
Job Graduate seeking employment
Industry Investment Management
Experience
Principal Financial Group June 2014 - December 2014
Residential Programs and Services May 2013 - May 2014
Campus View Apartment Housing November 2012 - May 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Word, Valuation, Investment Banking, Teamwork, Research, Bloomberg, Economics
Education
Indiana University - Kelley School of Business 2011 — 2015
Finance and Economic Consulting, Finance and Economic Consulting, Senior
Principal Financial Group June 2014 - December 2014
Residential Programs and Services May 2013 - May 2014
Campus View Apartment Housing November 2012 - May 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Word, Valuation, Investment Banking, Teamwork, Research, Bloomberg, Economics
Education
Indiana University - Kelley School of Business 2011 — 2015
Finance and Economic Consulting, Finance and Economic Consulting, Senior
Brett Eastin Brett Eastin's Principal Financial Group Experience November 2010 - Present
Job
Industry Insurance
Experience
Principal Financial Group November 2010 - Present
Nationwide Insurance April 2008 - December 2010
No Red Tape Mortgage June 2004 - May 2007
Skills
Underwriting, Insurance, Life Insurance, Property & Casualty..., Sales, Term Life Insurance, Customer Service, Marketing, Risk Management, Microsoft Office, Direct Sales, Account Management, New Business Development, Mortgage Lending, Sales Management, CRM, PowerPoint
Education
Iowa State University 1998 — 2003
Bachelor - Business, MIS, Marketing
St Theresas
Principal Financial Group November 2010 - Present
Nationwide Insurance April 2008 - December 2010
No Red Tape Mortgage June 2004 - May 2007
Skills
Underwriting, Insurance, Life Insurance, Property & Casualty..., Sales, Term Life Insurance, Customer Service, Marketing, Risk Management, Microsoft Office, Direct Sales, Account Management, New Business Development, Mortgage Lending, Sales Management, CRM, PowerPoint
Education
Iowa State University 1998 — 2003
Bachelor - Business, MIS, Marketing
St Theresas
Matthew Lindley's Principal Financial Group Experience January 2006 - January 2009
Job Account Manager at Listrak
Industry Computer Software
Experience
Listrak June 2014 - Present
ExactTarget May 2013 - June 2014
ExactTarget January 2012 - May 2013
TD Ameritrade March 2011 - January 2012
MassMutual Financial Group January 2009 - March 2011
Principal Financial Group January 2006 - January 2009
Smith Financial Corporation January 2002 - January 2006
Education
Indiana University - Kelley School of Business 1994 — 1998
Bachelor's degree, Marketing
Listrak June 2014 - Present
ExactTarget May 2013 - June 2014
ExactTarget January 2012 - May 2013
TD Ameritrade March 2011 - January 2012
MassMutual Financial Group January 2009 - March 2011
Principal Financial Group January 2006 - January 2009
Smith Financial Corporation January 2002 - January 2006
Education
Indiana University - Kelley School of Business 1994 — 1998
Bachelor's degree, Marketing
Steve S. Stotts, CFA Steve S. Stotts, CFA's Principal Financial Group Experience January 1987 - August 1990
Job Director, Alternative Markets Solutions at Miles Capital, Inc.
Industry Investment Management
Experience
Miles Capital, Inc. November 2014 - Present
Aviva Investors North America May 2012 - December 2013
Aviva Investors North America March 2008 - May 2012
Aviva Investors North America March 1997 - March 2008
AmerUs Capital Management September 1995 - March 1997
Central Life Assurance Company July 1992 - September 1995
Principal Financial Group January 1987 - August 1990
Skills
Portfolio Management, Alternative Investments, Alternative Investment..., Hedge Funds, Private Equity, Fund Of Funds, Due Diligence, Investment Management, Investments, Investment Strategies, Fixed Income, Equities, Asset Management, Asset Allocation, Insurance, Derivatives
Education
Indiana University - Kelley School of Business 1990 — 1992
M.B.A., Finance
South Dakota State University 1982 — 1986
B.S., Economics
Miles Capital, Inc. November 2014 - Present
Aviva Investors North America May 2012 - December 2013
Aviva Investors North America March 2008 - May 2012
Aviva Investors North America March 1997 - March 2008
AmerUs Capital Management September 1995 - March 1997
Central Life Assurance Company July 1992 - September 1995
Principal Financial Group January 1987 - August 1990
Skills
Portfolio Management, Alternative Investments, Alternative Investment..., Hedge Funds, Private Equity, Fund Of Funds, Due Diligence, Investment Management, Investments, Investment Strategies, Fixed Income, Equities, Asset Management, Asset Allocation, Insurance, Derivatives
Education
Indiana University - Kelley School of Business 1990 — 1992
M.B.A., Finance
South Dakota State University 1982 — 1986
B.S., Economics
Kelly Wann's Principal Financial Group Experience June 1995 - December 2000
Job Customer Support Manager III at Firestone Building Products
Industry Building Materials
Experience
Firestone Building Products January 2015 - Present
Firestone Building Products February 2013 - Present
GenFlex Roofing Systems April 2013 - Present
Totsy September 2012 - May 2013
Plum District August 2011 - August 2012
Franciscan Alliance St. Francis Health Foundation April 2005 - August 2011
Wann Technical Services January 2001 - April 2005
Principal Financial Group June 1995 - December 2000
Skills
Social Media Marketing, Social Media, Blogging, Marketing Strategy, Social Networking, Online Marketing, Marketing, Advertising, B2B, Business Development, E-commerce, Email Marketing, Facebook, Lead Generation, SEO, Salesforce.com, Strategy, Account Management, Sales, Leadership, Training
Education
Indiana University-Purdue University at Indianapolis 1991 — 1995
B.S., Psychology
Indiana University-Purdue University at Indianapolis
Bachelor of Science (B.S.), Psychology
Firestone Building Products January 2015 - Present
Firestone Building Products February 2013 - Present
GenFlex Roofing Systems April 2013 - Present
Totsy September 2012 - May 2013
Plum District August 2011 - August 2012
Franciscan Alliance St. Francis Health Foundation April 2005 - August 2011
Wann Technical Services January 2001 - April 2005
Principal Financial Group June 1995 - December 2000
Skills
Social Media Marketing, Social Media, Blogging, Marketing Strategy, Social Networking, Online Marketing, Marketing, Advertising, B2B, Business Development, E-commerce, Email Marketing, Facebook, Lead Generation, SEO, Salesforce.com, Strategy, Account Management, Sales, Leadership, Training
Education
Indiana University-Purdue University at Indianapolis 1991 — 1995
B.S., Psychology
Indiana University-Purdue University at Indianapolis
Bachelor of Science (B.S.), Psychology
Keesha L. Sneed, MBA, Human Resources's Principal Financial Group Experience July 2001 - March 2005
Job Legal Instrument Examiner (LIE) at Department of Veterans Affairs
Industry Construction
Experience
Department of Veterans Affairs -Veterans Benefit Administration July 2013 - Present
Department of Veterans Affairs- Veterans Benefit Administration May 2012 - Present
Corbitt & Sons Construction July 2006 - April 2012
Wellpoint-Administar Federal May 2005 - July 2006
Principal Financial Group July 2001 - March 2005
United States Army Reserves January 1997 - January 2005
Farm Bureau Financial Services January 2000 - January 2001
Farm Bureau Financial Group January 1997 - January 2000
Skills
Customer Service, Inventory Management, Administrative Support, Microsoft Office, Administrative..., Accounts Receivable, Employee Orientations, Data Entry, Training, Spreadsheets, Event Planning, Management, Time Management, Human Resources, Invoicing, Office Management, Employee Benefits, Accounting, Supervisory Skills, Public Speaking, Call Centers, Administration, Leadership, Team Leadership, Outlook, Teamwork, Insurance, Analysis, Research, Team Building, Accounts Payable
Education
Indiana Wesleyan University 2009 — 2011
Masters, Business Administration
Indiana Wesleyan University 2006 — 2008
Bachelors of Science, Business Management
Indiana Wesleyan University 2006 — 2008
Certificate, Criminal Justice
Department of Veterans Affairs -Veterans Benefit Administration July 2013 - Present
Department of Veterans Affairs- Veterans Benefit Administration May 2012 - Present
Corbitt & Sons Construction July 2006 - April 2012
Wellpoint-Administar Federal May 2005 - July 2006
Principal Financial Group July 2001 - March 2005
United States Army Reserves January 1997 - January 2005
Farm Bureau Financial Services January 2000 - January 2001
Farm Bureau Financial Group January 1997 - January 2000
Skills
Customer Service, Inventory Management, Administrative Support, Microsoft Office, Administrative..., Accounts Receivable, Employee Orientations, Data Entry, Training, Spreadsheets, Event Planning, Management, Time Management, Human Resources, Invoicing, Office Management, Employee Benefits, Accounting, Supervisory Skills, Public Speaking, Call Centers, Administration, Leadership, Team Leadership, Outlook, Teamwork, Insurance, Analysis, Research, Team Building, Accounts Payable
Education
Indiana Wesleyan University 2009 — 2011
Masters, Business Administration
Indiana Wesleyan University 2006 — 2008
Bachelors of Science, Business Management
Indiana Wesleyan University 2006 — 2008
Certificate, Criminal Justice
Brandon Oakley's Principal Financial Group Experience May 2005 - December 2008
Job Software Engineer Billing Product at Berkley Technology Services
Industry Financial Services
Experience
Berkley Technology Services December 2008 - Present
Principal Financial Group May 2005 - December 2008
Iowa State University - Food Science & Human Nutrition Dept. September 2004 - April 2005
Skills
DB2, SQL, Java, Jenkins, Hibernate, Spring, EJB, Ant, REST, SOAP, Websphere, Maven, Git, WebSphere, SDLC, Enterprise Architecture, Spring Framework, Data Modeling, Databases, XML
Education
Iowa State University 2002 — 2006
Bachelor of Science, M.I.S.
Iowa State University 2002 — 2006
Bachelor's degree, Management Information Systems, General
Berkley Technology Services December 2008 - Present
Principal Financial Group May 2005 - December 2008
Iowa State University - Food Science & Human Nutrition Dept. September 2004 - April 2005
Skills
DB2, SQL, Java, Jenkins, Hibernate, Spring, EJB, Ant, REST, SOAP, Websphere, Maven, Git, WebSphere, SDLC, Enterprise Architecture, Spring Framework, Data Modeling, Databases, XML
Education
Iowa State University 2002 — 2006
Bachelor of Science, M.I.S.
Iowa State University 2002 — 2006
Bachelor's degree, Management Information Systems, General
Cindy Dugo's Principal Financial Group Experience September 1987 - March 2006
Job Senior Trust Operations Associate at Trust Company of Illinois
Industry Investment Management
Experience
Trust Company of Illinois October 2007 - Present
Principal Financial Group September 1987 - March 2006
Protection Mutual Insurance Company May 1981 - September 1987
Education
Indiana University Bloomington
Liberal Arts and Sciences/Liberal Studies
Trust Company of Illinois October 2007 - Present
Principal Financial Group September 1987 - March 2006
Protection Mutual Insurance Company May 1981 - September 1987
Education
Indiana University Bloomington
Liberal Arts and Sciences/Liberal Studies
Ed Muir's Principal Financial Group Experience 1995 - 2000
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2007 - Present
Signator Advisory Group 2001 - 2007
Principal Financial Group 1995 - 2000
Education
Indiana University Bloomington 1977 — 1981
B.S., Business - Marketing & Management
Ameriprise Financial Services, Inc. 2007 - Present
Signator Advisory Group 2001 - 2007
Principal Financial Group 1995 - 2000
Education
Indiana University Bloomington 1977 — 1981
B.S., Business - Marketing & Management
Brenton Marcum's Principal Financial Group Experience May 2015 - Present
Job Individual Investor Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group May 2015 - Present
Nelson, Young, and Braland Law Firm May 2013 - August 2013
Skills
Public Speaking, Social Media, Event Planning, Public Relations, Time Management, Team Leadership, Social Media Marketing, Facebook, Microsoft Office, Teamwork, Social Networking, InDesign, PowerPoint, Microsoft Word, Photoshop, iMovie, Twitter, Google Drive
Education
Iowa State University 2011 — 2015
Bachelor of Arts, Communication Studies, Speech Communication and Psychology
Principal Financial Group May 2015 - Present
Nelson, Young, and Braland Law Firm May 2013 - August 2013
Skills
Public Speaking, Social Media, Event Planning, Public Relations, Time Management, Team Leadership, Social Media Marketing, Facebook, Microsoft Office, Teamwork, Social Networking, InDesign, PowerPoint, Microsoft Word, Photoshop, iMovie, Twitter, Google Drive
Education
Iowa State University 2011 — 2015
Bachelor of Arts, Communication Studies, Speech Communication and Psychology
Diane DeVault's Principal Financial Group Experience January 2012 - October 2013
Job Senior Specialist, Corporate Communications and Marketing Delta Dental of Missouri
Industry Insurance
Experience
Delta Dental of Missouri October 2013 - Present
Principal Financial Group January 2012 - October 2013
Flick Fusion Marketing September 2011 - January 2012
Wells Fargo April 2009 - September 2011
DICE April 2008 - December 2008
Marsh April 1998 - November 2007
Skills
Marketing Communications, Corporate Communications, Public Relations, Integrated Marketing, Copywriting, Crisis Communications, Digital Marketing, Community Relations, Executive Communications, Brand Management
Education
Iowa State University
Bachelor's, Journalism/Mass Communication
Delta Dental of Missouri October 2013 - Present
Principal Financial Group January 2012 - October 2013
Flick Fusion Marketing September 2011 - January 2012
Wells Fargo April 2009 - September 2011
DICE April 2008 - December 2008
Marsh April 1998 - November 2007
Skills
Marketing Communications, Corporate Communications, Public Relations, Integrated Marketing, Copywriting, Crisis Communications, Digital Marketing, Community Relations, Executive Communications, Brand Management
Education
Iowa State University
Bachelor's, Journalism/Mass Communication
Brenda Grote Brenda Grote's Principal Financial Group Experience February 1992 - December 1998
Job ERISA Paralegal at Fennemore Craig
Industry Law Practice
Experience
Fennemore Craig, P.C. June 2000 - Present
Helzberg Diamonds October 2000 - Present
Principal Financial Group February 1992 - December 1998
Norwest Bank (Wells Fargo) October 1990 - February 1992
LaMarca & Landry Law Firm February 1990 - October 1990
Principal Financial Group June 1987 - February 1990
Skills
ERISA, Qualified Retirement..., Due Diligence, Document Management, Organization Skills, Document Review, Document Drafting, IRS Favorable..., EPCRS - VCP Submissions, Analytical Skills, Microsoft Excel, Legal Research, Legal Writing
Education
Simpson College 1993 — 1996
Bachelor’s Degree, Communications Major/Management Minor, Graduated Summa Cum Laude
Iowa Lakes Community College 1985 — 1987
Associate’s Degree, Paralegal
Carrol High School 1981 — 1985
High School
Fennemore Craig, P.C. June 2000 - Present
Helzberg Diamonds October 2000 - Present
Principal Financial Group February 1992 - December 1998
Norwest Bank (Wells Fargo) October 1990 - February 1992
LaMarca & Landry Law Firm February 1990 - October 1990
Principal Financial Group June 1987 - February 1990
Skills
ERISA, Qualified Retirement..., Due Diligence, Document Management, Organization Skills, Document Review, Document Drafting, IRS Favorable..., EPCRS - VCP Submissions, Analytical Skills, Microsoft Excel, Legal Research, Legal Writing
Education
Simpson College 1993 — 1996
Bachelor’s Degree, Communications Major/Management Minor, Graduated Summa Cum Laude
Iowa Lakes Community College 1985 — 1987
Associate’s Degree, Paralegal
Carrol High School 1981 — 1985
High School
Wannie Park's Principal Financial Group Experience May 2000 - September 2000
Job
Industry Computer Software
Experience
Kidsanity, Inc. February 2014 - Present
CEIVA Energy April 2011 - Present
RebuildUS March 2010 - June 2011
Bolthouse Farms February 2009 - March 2010
Belkin International September 2003 - February 2009
Intel Corporation March 2001 - September 2003
Principal Financial Group May 2000 - September 2000
Trust Company of the West May 1995 - September 1999
Education
University of Southern California - Marshall School of Business 2008 — 2009
MS, Organizational Development
Indiana University - Kelley School of Business 1999 — 2001
MBA, Finance
UC Santa Barbara 1991 — 1995
BA, Economics, Accounting
Kidsanity, Inc. February 2014 - Present
CEIVA Energy April 2011 - Present
RebuildUS March 2010 - June 2011
Bolthouse Farms February 2009 - March 2010
Belkin International September 2003 - February 2009
Intel Corporation March 2001 - September 2003
Principal Financial Group May 2000 - September 2000
Trust Company of the West May 1995 - September 1999
Education
University of Southern California - Marshall School of Business 2008 — 2009
MS, Organizational Development
Indiana University - Kelley School of Business 1999 — 2001
MBA, Finance
UC Santa Barbara 1991 — 1995
BA, Economics, Accounting
Nicole Bradley's Principal Financial Group Experience 2006 - November 2013
Job Marketing Operations Specialist at Bankers Trust
Industry Financial Services
Experience
Bankers Trust November 2013 - Present
Principal Financial Group 2006 - November 2013
Principal Financial Group 2005 - 2006
Principal Financial Group 2001 - 2005
Chroma Communications 2000 - 2001
Skills
Marketing Communications, SDLC, Marketing, Direct Marketing, Project Management, Newsletters, Marketing Strategy, Email Marketing, Strategic Communications, Event Planning, Management
Education
Grandview 1998 — 2000
Bachelor's degree, Graphic Design, 3.8 GPA
Iowa Central Community College 1993 — 1996
Associate of Arts (AA), General Studies
Bankers Trust November 2013 - Present
Principal Financial Group 2006 - November 2013
Principal Financial Group 2005 - 2006
Principal Financial Group 2001 - 2005
Chroma Communications 2000 - 2001
Skills
Marketing Communications, SDLC, Marketing, Direct Marketing, Project Management, Newsletters, Marketing Strategy, Email Marketing, Strategic Communications, Event Planning, Management
Education
Grandview 1998 — 2000
Bachelor's degree, Graphic Design, 3.8 GPA
Iowa Central Community College 1993 — 1996
Associate of Arts (AA), General Studies
Tj Villano's Principal Financial Group Experience 1998 - 2000
Job Owner, REK Partners
Industry Investment Banking
Experience
REK Partners Founder and CEOBlue 9 BurgerNovember 2002 - March 2006
hlv capital 2005 - 2005
Dreyfus 2000 - 2002
Principal Financial Group 1998 - 2000
Education
Indiana University - Kelley School of Business 1996 — 1998
REK Partners Founder and CEOBlue 9 BurgerNovember 2002 - March 2006
hlv capital 2005 - 2005
Dreyfus 2000 - 2002
Principal Financial Group 1998 - 2000
Education
Indiana University - Kelley School of Business 1996 — 1998
Debbie Just's Principal Financial Group Experience January 2007 - Present
Job HR Communications the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2007 - Present
Wells Fargo Home Mortgage October 2005 - January 2007
Ruan Transportation Management Systems 1988 - 1990
Skills
Internal Communications, Corporate Communications, Strategic Communications, Crisis Communications, Change Management, Editing, Speech Writing, Human Resources, Marketing Communications, Newsletters, Media Relations
Education
Iowa State University 1984 — 1988
BA, English
Principal Financial Group January 2007 - Present
Wells Fargo Home Mortgage October 2005 - January 2007
Ruan Transportation Management Systems 1988 - 1990
Skills
Internal Communications, Corporate Communications, Strategic Communications, Crisis Communications, Change Management, Editing, Speech Writing, Human Resources, Marketing Communications, Newsletters, Media Relations
Education
Iowa State University 1984 — 1988
BA, English
Kimberly Bivens's Principal Financial Group Experience 1997 - 2007
Job Product Specialist
Industry Computer Software
Experience
RealMed Corporation, an Availity Company June 2007 - Present
Principal Financial Group 1997 - 2007
Skills
Health Insurance, Program Management
Education
Indiana University-Purdue University at Indianapolis
RealMed Corporation, an Availity Company June 2007 - Present
Principal Financial Group 1997 - 2007
Skills
Health Insurance, Program Management
Education
Indiana University-Purdue University at Indianapolis
April Czenkusch's Principal Financial Group Experience March 2007 - Present
Job Regional Vice President, Service at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2007 - Present
Ice Miller September 2000 - March 2007
Key Bank 1993 - 2000
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Series 7, Series 63, Defined Benefit, Investments, Pensions, Wealth Management, Series 6, Asset Allocation, Employee Benefits, Investment Advisory, ERISA
Education
Indiana University - Kelley School of Business 1977 — 1981
BS, Business
Indiana University Bloomington 1977 — 1980
Personnel & Industrial Relations
Principal Financial Group March 2007 - Present
Ice Miller September 2000 - March 2007
Key Bank 1993 - 2000
Skills
401k, Retirement, Retirement Planning, Mutual Funds, Series 7, Series 63, Defined Benefit, Investments, Pensions, Wealth Management, Series 6, Asset Allocation, Employee Benefits, Investment Advisory, ERISA
Education
Indiana University - Kelley School of Business 1977 — 1981
BS, Business
Indiana University Bloomington 1977 — 1980
Personnel & Industrial Relations
Jennifer Frahm's Principal Financial Group Experience June 1995 - July 2000
Job Retirement Plan Counselor
Industry Investment Management
Experience
EMPOWER Retirement April 2009 - Present
Blue Door Cottages 2006 - Present
Ice Miller July 2003 - December 2005
Principal Financial Group June 1995 - July 2000
Skills
Retirement Planning, Employee Benefits, Investments, Retirement, Securities, Corporate Law, Contract Negotiation, ERISA, Mergers & Acquisitions, Mutual Funds, Pensions, Investment Advisory, Financial Analysis, Risk Management, 401k, Litigation, Due Diligence, Leadership
Education
Indiana University Robert H. McKinney School of Law 1999 — 2003
JD, Law
Purdue University 1991 — 1995
BS, Ag Economics, Sales and Marketing
Jacobs
EMPOWER Retirement April 2009 - Present
Blue Door Cottages 2006 - Present
Ice Miller July 2003 - December 2005
Principal Financial Group June 1995 - July 2000
Skills
Retirement Planning, Employee Benefits, Investments, Retirement, Securities, Corporate Law, Contract Negotiation, ERISA, Mergers & Acquisitions, Mutual Funds, Pensions, Investment Advisory, Financial Analysis, Risk Management, 401k, Litigation, Due Diligence, Leadership
Education
Indiana University Robert H. McKinney School of Law 1999 — 2003
JD, Law
Purdue University 1991 — 1995
BS, Ag Economics, Sales and Marketing
Jacobs
Rebecca (Earles) Lienau's Principal Financial Group Experience October 2008 - Present
Job Marketing Strategist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2008 - Present
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2007
MBA
Iowa State University 1997 — 2001
Bachelor's Degree, Journalism and Mass Communications
Iowa State University 1997 — 2001
Bachelor's Degree, Speech Communications
Principal Financial Group October 2008 - Present
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2007
MBA
Iowa State University 1997 — 2001
Bachelor's Degree, Journalism and Mass Communications
Iowa State University 1997 — 2001
Bachelor's Degree, Speech Communications
Brian Robbins, PMP's Principal Financial Group Experience May 2000 - August 2012
Job Productivity and Project Management Office Leader at DuPont
Industry Biotechnology
Experience
DuPont February 2015 - Present
DuPont Pioneer August 2012 - February 2015
Principal Financial Group May 2000 - August 2012
Skills
SDLC, Process Improvement, Vendor Management, Business Analysis, Risk Management, Information Technology, Business Requirements, SharePoint, Project Portfolio..., Business Process..., Visio, Requirements Analysis, Business Process, PMO, Resource Management, PMP, Requirements Gathering, Leadership, Analysis, Software Project..., IT Strategy, Software Documentation, IT Management
Education
Iowa State University 1983 — 1987
BBA, Business / Finance
DuPont February 2015 - Present
DuPont Pioneer August 2012 - February 2015
Principal Financial Group May 2000 - August 2012
Skills
SDLC, Process Improvement, Vendor Management, Business Analysis, Risk Management, Information Technology, Business Requirements, SharePoint, Project Portfolio..., Business Process..., Visio, Requirements Analysis, Business Process, PMO, Resource Management, PMP, Requirements Gathering, Leadership, Analysis, Software Project..., IT Strategy, Software Documentation, IT Management
Education
Iowa State University 1983 — 1987
BBA, Business / Finance
Douglas Corra's Principal Financial Group Experience June 1987 - June 1988
Job Financial Industry Professional looking for next job opportunity
Industry Financial Services
Experience
Merrill Lynch July 2010 - December 2012
Fidelity Investments May 2006 - June 2010
Fidelity Investments March 2004 - September 2006
Fidelity Investments July 2002 - March 2004
Fidelity Investments November 1993 - July 2002
Fidelity Investments April 1992 - November 1993
Fidelity Investments June 1991 - April 1992
Fidelity Investments June 1989 - June 1991
Hibbard Brown & Co October 1988 - June 1989
Principal Financial Group June 1987 - June 1988
Skills
Series 7, Mutual Funds, Retirement, 401k, Retirement Planning, Fixed Annuities, Strategic Financial..., Series 63, Relationship Mgmt, Relationship-building..., CFP courses, Wealth Management, CRPC- Chartered..., Investment Advisory, Investments, Asset Allocation, Securities, Uniform Combined State..., Series 24, Series 66, Life & Health Insurance..., Estate Planning, Finance, Financial Advisory, Financial Planning, Financial Services, Relationship Management, Series 6
Education
Indiana University Bloomington 1983 — 1987
Bachelor of Science, Management and Public Affairs
Merrill Lynch July 2010 - December 2012
Fidelity Investments May 2006 - June 2010
Fidelity Investments March 2004 - September 2006
Fidelity Investments July 2002 - March 2004
Fidelity Investments November 1993 - July 2002
Fidelity Investments April 1992 - November 1993
Fidelity Investments June 1991 - April 1992
Fidelity Investments June 1989 - June 1991
Hibbard Brown & Co October 1988 - June 1989
Principal Financial Group June 1987 - June 1988
Skills
Series 7, Mutual Funds, Retirement, 401k, Retirement Planning, Fixed Annuities, Strategic Financial..., Series 63, Relationship Mgmt, Relationship-building..., CFP courses, Wealth Management, CRPC- Chartered..., Investment Advisory, Investments, Asset Allocation, Securities, Uniform Combined State..., Series 24, Series 66, Life & Health Insurance..., Estate Planning, Finance, Financial Advisory, Financial Planning, Financial Services, Relationship Management, Series 6
Education
Indiana University Bloomington 1983 — 1987
Bachelor of Science, Management and Public Affairs
Beth Russett's Principal Financial Group Experience January 2008 - February 2012
Job Human Resources Director at Delta Dental of Iowa
Industry Human Resources
Experience
Delta Dental of Iowa March 2013 - Present
Wellmark Blue Cross and Blue Shield May 2012 - March 2013
Principal Financial Group January 2008 - February 2012
Principal Financial Group January 2000 - January 2008
Principal Financial Group March 1997 - 2000
Carson Pirie Scott Department Stores 1989 - 1991
Skills
Highly Adaptable, Organizational Structure, Change Management, Talent Management, HR Business Partnering, Coaching Leaders, Employee Relations, Performance Management, Succession Planning, Compensation Planning, Recruitment/Retention, Analytical Abilities, Problem Solving, Detail Orientation, Sound Judgment, Teamwork, Eager To Learn, Employee Engagement, Onboarding, Human Resources, Temporary Placement, Payroll, Analytical Skills, Personnel Management, Training, Business Coaching, Adaptation
Education
University of Northern Iowa 1981 — 1984
BA
Iowa State University 1980 — 1981
General
West High School Waterloo, IA
Delta Dental of Iowa March 2013 - Present
Wellmark Blue Cross and Blue Shield May 2012 - March 2013
Principal Financial Group January 2008 - February 2012
Principal Financial Group January 2000 - January 2008
Principal Financial Group March 1997 - 2000
Carson Pirie Scott Department Stores 1989 - 1991
Skills
Highly Adaptable, Organizational Structure, Change Management, Talent Management, HR Business Partnering, Coaching Leaders, Employee Relations, Performance Management, Succession Planning, Compensation Planning, Recruitment/Retention, Analytical Abilities, Problem Solving, Detail Orientation, Sound Judgment, Teamwork, Eager To Learn, Employee Engagement, Onboarding, Human Resources, Temporary Placement, Payroll, Analytical Skills, Personnel Management, Training, Business Coaching, Adaptation
Education
University of Northern Iowa 1981 — 1984
BA
Iowa State University 1980 — 1981
General
West High School Waterloo, IA
Humayun Afzal's Principal Financial Group Experience January 2000 - June 2008
Job Retirement Advisor
Industry Financial Services
Experience
Advanced Financial Planning LLc July 2011 - Present
Ambit Energy,LP March 2007 - Present
Allstate Financial June 2008 - July 2011
Principal Financial Group January 2000 - June 2008
Principal Financial Group April 2001 - May 2008
Skills
Retirement Planning, Estate Planning, Business Planning, 529 Plans, Life Insurance, Equity Indexed Annuities, Variable Annuities, Investments, 401k Rollovers, Self Directed IRA, Business Continuity..., Health Insurance, Risk Management, Employee Benefits, Relationship Management, Term Life Insurance, IRAs, Finance, Series 7, Strategic Financial..., Long-term Care, Small Business, Portfolio Management, Financial Analysis, Personal Finance, Banking, Corporate Finance, Personal Financial..., Wealth Management, Financial Advisory, Credit, Business Strategy, Long Term Care Insurance, 401k, Credit Analysis, Insurance, Negotiation, Financial Modeling, Series 63, Mergers, Investment Advisory, Financial Services, Strategic Planning, Asset Managment, Financial Risk, Team Building, Asset Management, Valuation, Securities, Business Development
Education
Institute of Business Administration 1978 — 1980
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
SUNY at Buffalo
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Advanced Financial Planning LLc July 2011 - Present
Ambit Energy,LP March 2007 - Present
Allstate Financial June 2008 - July 2011
Principal Financial Group January 2000 - June 2008
Principal Financial Group April 2001 - May 2008
Skills
Retirement Planning, Estate Planning, Business Planning, 529 Plans, Life Insurance, Equity Indexed Annuities, Variable Annuities, Investments, 401k Rollovers, Self Directed IRA, Business Continuity..., Health Insurance, Risk Management, Employee Benefits, Relationship Management, Term Life Insurance, IRAs, Finance, Series 7, Strategic Financial..., Long-term Care, Small Business, Portfolio Management, Financial Analysis, Personal Finance, Banking, Corporate Finance, Personal Financial..., Wealth Management, Financial Advisory, Credit, Business Strategy, Long Term Care Insurance, 401k, Credit Analysis, Insurance, Negotiation, Financial Modeling, Series 63, Mergers, Investment Advisory, Financial Services, Strategic Planning, Asset Managment, Financial Risk, Team Building, Asset Management, Valuation, Securities, Business Development
Education
Institute of Business Administration 1978 — 1980
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
SUNY at Buffalo
Master of Business Administration (M.B.A.), Finance and Financial Management Services
James Schwingendorf's Principal Financial Group Experience September 1997 - March 2010
Job Senior Engineer at Athene USA
Industry Financial Services
Experience
Athene USA (Formerly Aviva USA) August 2012 - Present
Aviva Life Insurance March 2010 - August 2012
Principal Financial Group September 1997 - March 2010
Skills
Disaster Recovery, SDLC, VPN, Visio, SharePoint, Vendor Management, VMware, Network Security, Active Directory, Enterprise Architecture, Microsoft Exchange
Education
Indiana University Bloomington
Athene USA (Formerly Aviva USA) August 2012 - Present
Aviva Life Insurance March 2010 - August 2012
Principal Financial Group September 1997 - March 2010
Skills
Disaster Recovery, SDLC, VPN, Visio, SharePoint, Vendor Management, VMware, Network Security, Active Directory, Enterprise Architecture, Microsoft Exchange
Education
Indiana University Bloomington
Casie Muller's Principal Financial Group Experience January 2012 - Present
Job Sr System Analyst at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group January 2012 - Present
Principal Financial Group January 2010 - December 2011
Principal Financial Group August 2004 - July 2010
Principal Financial Group August 1998 - August 2004
Skills
Mobile Applications, Software Development, Java, Web Services, Requirements Analysis, Quality Assurance, MS Project, SDLC
Education
Iowa State University 1996 — 1998
Bachelors, MIS
University of Nebraska-Lincoln 1994 — 1996
Accounting
Principal Financial Group January 2012 - Present
Principal Financial Group January 2010 - December 2011
Principal Financial Group August 2004 - July 2010
Principal Financial Group August 1998 - August 2004
Skills
Mobile Applications, Software Development, Java, Web Services, Requirements Analysis, Quality Assurance, MS Project, SDLC
Education
Iowa State University 1996 — 1998
Bachelors, MIS
University of Nebraska-Lincoln 1994 — 1996
Accounting
Pam Hawhee's Principal Financial Group Experience January 2000 - Present
Job IT Application AnalystSr at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2000 - Present
Principal Financial Group August 1992 - Present
Principal Financials 1992 - Present
Skills
Informatica, JCL, COBOL, Microsoft SQL Server, Oracle, DB2, Data Warehousing, Requirements Analysis, SQL, Vendor Management, Mainframe, Requirements Gathering, Business Requirements, Java, Data Integration
Education
Iowa State University - College of Business 1990 — 1992
Bachelor of Business Administration (BBA), Management Information Systems, General
Iowa Lakes Community College 1987 — 1990
Associate's degree, Computer Science
Principal Financial Group January 2000 - Present
Principal Financial Group August 1992 - Present
Principal Financials 1992 - Present
Skills
Informatica, JCL, COBOL, Microsoft SQL Server, Oracle, DB2, Data Warehousing, Requirements Analysis, SQL, Vendor Management, Mainframe, Requirements Gathering, Business Requirements, Java, Data Integration
Education
Iowa State University - College of Business 1990 — 1992
Bachelor of Business Administration (BBA), Management Information Systems, General
Iowa Lakes Community College 1987 — 1990
Associate's degree, Computer Science
John. Blackerby's Principal Financial Group Experience January 1991 - July 2003
Job Director of Sales at Anthem
Industry Insurance
Experience
Anthem May 2007 - Present
WellPoint 2007 - Present
Clark County Association of Health Underwriters 1991 - Present
Excelsior Benefits July 2003 - February 2007
Principal Financial Group January 1991 - July 2003
Skills
Health Savings Accounts, Health Insurance, Employee Benefits, Life Insurance, Insurance, Disability Insurance, Brokers, Term Life Insurance, Sales, Fixed Annuities, Medicare, Long-term Care, Underwriting, Retirement, Accident, Managed Care, Workers Compensation, Commercial Insurance, Claim, Critical Illness, Retirement Planning
Education
Indiana University-Southeast 1980 — 1985
Business management, Business
Anthem May 2007 - Present
WellPoint 2007 - Present
Clark County Association of Health Underwriters 1991 - Present
Excelsior Benefits July 2003 - February 2007
Principal Financial Group January 1991 - July 2003
Skills
Health Savings Accounts, Health Insurance, Employee Benefits, Life Insurance, Insurance, Disability Insurance, Brokers, Term Life Insurance, Sales, Fixed Annuities, Medicare, Long-term Care, Underwriting, Retirement, Accident, Managed Care, Workers Compensation, Commercial Insurance, Claim, Critical Illness, Retirement Planning
Education
Indiana University-Southeast 1980 — 1985
Business management, Business
Michael D. (Mike) Friedman, CEBS's Principal Financial Group Experience 2001 - 2002
Job Account Executive, USI Insurance Services
Industry Insurance
Experience
USI Insurance Services October 2013 - Present
Coventry Health Care June 2007 - October 2013
CIGNA Healthcare 2004 - 2007
Sagamore Health Network 2002 - 2004
Principal Financial Group 2001 - 2002
Maxicare Indiana 1998 - 2001
Wausau Insurance 1987 - 1998
Skills
Health Insurance, Insurance, Employee Benefits, Managed Care, Health Savings Accounts, Disability Insurance, Underwriting, Brokers, Life Insurance, Account Management, Strategic Planning, Healthcare, Health Care Reform, Self-funded, Strategic Relationships, Customer-focused Service, Sales, New Business Development, HMO, PPO, Term Life Insurance, Claim, Provider Relations, Group Insurance, Flexible Spending..., Reinsurance, Claims Management, 401k, Pharmacy Benefit..., Open Enrollment, Disease Management, Group Medical, Retirement, Sales Management, COBRA, Workers Compensation, Health Policy, Commercial Insurance, Medicare Part D
Education
Indiana University - Kelley School of Business 1982 — 1987
Bachelor's degree, Business Administration, Management and Operations
USI Insurance Services October 2013 - Present
Coventry Health Care June 2007 - October 2013
CIGNA Healthcare 2004 - 2007
Sagamore Health Network 2002 - 2004
Principal Financial Group 2001 - 2002
Maxicare Indiana 1998 - 2001
Wausau Insurance 1987 - 1998
Skills
Health Insurance, Insurance, Employee Benefits, Managed Care, Health Savings Accounts, Disability Insurance, Underwriting, Brokers, Life Insurance, Account Management, Strategic Planning, Healthcare, Health Care Reform, Self-funded, Strategic Relationships, Customer-focused Service, Sales, New Business Development, HMO, PPO, Term Life Insurance, Claim, Provider Relations, Group Insurance, Flexible Spending..., Reinsurance, Claims Management, 401k, Pharmacy Benefit..., Open Enrollment, Disease Management, Group Medical, Retirement, Sales Management, COBRA, Workers Compensation, Health Policy, Commercial Insurance, Medicare Part D
Education
Indiana University - Kelley School of Business 1982 — 1987
Bachelor's degree, Business Administration, Management and Operations
Ed Katz-James's Principal Financial Group Experience June 1998 - August 1998
Job VP, Loan Loss Allowance at U.S. Bank
Industry Banking
Experience
U.S. Bank March 2012 - Present
US Bank 2008 - February 2012
U.S. Bank April 2004 - October 2008
U.S. Bank June 1999 - March 2004
Principal Financial Group June 1998 - August 1998
URS Corporation September 1994 - August 1997
Skills
Portfolio Management, Underwriting, Loans, Credit Analysis, Mortgage Lending, Banking, Risk Management, Credit, Commercial Lending, Credit Risk, Financial Risk, Commercial Banking, Financial Analysis, Mortgage Banking, Enterprise Risk..., Financial Modeling, Retail Banking, Capital Markets, Small Business Lending, Lines Of Credit, Loss Forecasting, Fixed Income, Forecasting, Financial Services, Credit Cards, Analysis
Education
Indiana University - Kelley School of Business 1997 — 1999
MBA, Finance
Yale University 1988 — 1992
BA, Economics and Math
U.S. Bank March 2012 - Present
US Bank 2008 - February 2012
U.S. Bank April 2004 - October 2008
U.S. Bank June 1999 - March 2004
Principal Financial Group June 1998 - August 1998
URS Corporation September 1994 - August 1997
Skills
Portfolio Management, Underwriting, Loans, Credit Analysis, Mortgage Lending, Banking, Risk Management, Credit, Commercial Lending, Credit Risk, Financial Risk, Commercial Banking, Financial Analysis, Mortgage Banking, Enterprise Risk..., Financial Modeling, Retail Banking, Capital Markets, Small Business Lending, Lines Of Credit, Loss Forecasting, Fixed Income, Forecasting, Financial Services, Credit Cards, Analysis
Education
Indiana University - Kelley School of Business 1997 — 1999
MBA, Finance
Yale University 1988 — 1992
BA, Economics and Math
Amy Wedmore's Principal Financial Group Experience April 2013 - Present
Job Business Project Coordinator at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group April 2013 - Present
Principal Financial Group January 2010 - March 2013
Principal Financial Group November 2007 - December 2009
Principal Financial Group February 2005 - October 2007
Principal Financial Group January 2003 - January 2005
Skills
Agile Methodologies, Scrum, Project Coordination, Project Planning, Agile & Waterfall..., Business Analysis, ADDIE, Training Delivery, Training & Development, Customer Service, Leadership, Coaching, Risk Management, Team Building, Team Leadership, Relationship Management, Account Management, Underwriting, Disability Insurance, Dental Insurance, Life Insurance, Vision Insurance, Voluntary Employee..., Health Insurance, Employee Benefits, SharePoint, Microsoft Office
Education
Iowa State University 1998 — 2002
BA, Advertising; English minor
Principal Financial Group April 2013 - Present
Principal Financial Group January 2010 - March 2013
Principal Financial Group November 2007 - December 2009
Principal Financial Group February 2005 - October 2007
Principal Financial Group January 2003 - January 2005
Skills
Agile Methodologies, Scrum, Project Coordination, Project Planning, Agile & Waterfall..., Business Analysis, ADDIE, Training Delivery, Training & Development, Customer Service, Leadership, Coaching, Risk Management, Team Building, Team Leadership, Relationship Management, Account Management, Underwriting, Disability Insurance, Dental Insurance, Life Insurance, Vision Insurance, Voluntary Employee..., Health Insurance, Employee Benefits, SharePoint, Microsoft Office
Education
Iowa State University 1998 — 2002
BA, Advertising; English minor
Dave Opfer's Principal Financial Group Experience January 1995 - February 1997
Job IT Analyst at John Deere
Industry Information Technology and Services
Experience
John Deere January 2011 - Present
Cerner Corporation March 1997 - January 2011
Principal Financial Group January 1995 - February 1997
Skills
SQR, PeopleCode, PeopleSoft, Agile Methodologies, SQL, Requirements Analysis, Unix, Software Development, Testing, Integration, Jenkins, Test Automation, Business Analysis, Continuous Integration, Process Improvement, Project Management
Education
Iowa State University 1990 — 1994
BBA, Management Information Systems
John Deere January 2011 - Present
Cerner Corporation March 1997 - January 2011
Principal Financial Group January 1995 - February 1997
Skills
SQR, PeopleCode, PeopleSoft, Agile Methodologies, SQL, Requirements Analysis, Unix, Software Development, Testing, Integration, Jenkins, Test Automation, Business Analysis, Continuous Integration, Process Improvement, Project Management
Education
Iowa State University 1990 — 1994
BBA, Management Information Systems
Chad Claire's Principal Financial Group Experience July 1998 - Present
Job Director IT at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group July 1998 - Present
Skills
Vendor Management, IT Strategy, Architecture
Education
Iowa State University 1990 — 1995
BS, Computer Engineering
Principal Financial Group July 1998 - Present
Skills
Vendor Management, IT Strategy, Architecture
Education
Iowa State University 1990 — 1995
BS, Computer Engineering
David Primeau, CFA's Principal Financial Group Experience March 1999 - March 2008
Job Senior Human Resource Analyst at Federal Home Loan Bank of Des Moines
Industry Banking
Experience
Federal Home Loan Bank of Des Moines August 2010 - Present
Federal Home Loan Bank Des Moines September 2008 - August 2010
Principal Financial Group March 1999 - March 2008
California Casualty Management Company July 1996 - August 1997
Coopers & Lybrand November 1992 - July 1995
Skills
Fixed Income, ALM, Derivatives, Hedging, Bloomberg, Investments, Risk Management, Financial Analysis, Portfolio Management, Valuation, Financial Modeling, Financial Risk, Capital Markets, Equities, Credit Risk
Education
University of Iowa 2010 — 2016
MSW, Policy, Family Systems, Diagnosis and Assessment, Therapy, Intervention, 4.08
Indiana University - Kelley School of Business 1997 — 1999
MBA, Finance
University of California, San Diego 1986 — 1991
BA, Revelle College, Mathematics
University of San Diego High School
University of San Diego High School
Federal Home Loan Bank of Des Moines August 2010 - Present
Federal Home Loan Bank Des Moines September 2008 - August 2010
Principal Financial Group March 1999 - March 2008
California Casualty Management Company July 1996 - August 1997
Coopers & Lybrand November 1992 - July 1995
Skills
Fixed Income, ALM, Derivatives, Hedging, Bloomberg, Investments, Risk Management, Financial Analysis, Portfolio Management, Valuation, Financial Modeling, Financial Risk, Capital Markets, Equities, Credit Risk
Education
University of Iowa 2010 — 2016
MSW, Policy, Family Systems, Diagnosis and Assessment, Therapy, Intervention, 4.08
Indiana University - Kelley School of Business 1997 — 1999
MBA, Finance
University of California, San Diego 1986 — 1991
BA, Revelle College, Mathematics
University of San Diego High School
University of San Diego High School
Aimee Mellein's Principal Financial Group Experience March 2012 - Present
Job System Liaison IV at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group March 2012 - Present
Principal Financial Group February 2007 - March 2012
Principal Financial Group May 2001 - February 2007
Skills
Business Analysis, Data Modeling, COBOL, Mainframe, Leadership, Quality Assurance, SDLC, Requirements Analysis, SQL, Insurance, Agile Methodologies
Education
Iowa State University 1998 — 2002
Bachelors, MIS and Marketing
Principal Financial Group March 2012 - Present
Principal Financial Group February 2007 - March 2012
Principal Financial Group May 2001 - February 2007
Skills
Business Analysis, Data Modeling, COBOL, Mainframe, Leadership, Quality Assurance, SDLC, Requirements Analysis, SQL, Insurance, Agile Methodologies
Education
Iowa State University 1998 — 2002
Bachelors, MIS and Marketing
Pete Morwick's Principal Financial Group Experience April 2001 - July 2008
Job Product Advisor at United Health Group
Industry Insurance
Experience
United Health Group September 2009 - Present
John Hancock April 2009 - August 2009
HealthMarkets October 2008 - January 2009
Principal Financial Group April 2001 - July 2008
Education
Indiana University Bloomington 1995 — 2000
BS, Continuing Studies
United Health Group September 2009 - Present
John Hancock April 2009 - August 2009
HealthMarkets October 2008 - January 2009
Principal Financial Group April 2001 - July 2008
Education
Indiana University Bloomington 1995 — 2000
BS, Continuing Studies
Mary Jo Bernini's Principal Financial Group Experience March 2013 - Present
Job Promotion Senior Relationship Director
Industry Financial Services
Experience
Principal Financial Group March 2013 - Present
Principal Financial Group February 1993 - Present
Brockway Pressed Metals August 1978 - August 1992
Skills
Series 6, Retirement Plan..., 401k, Series 63, Defined Benefit, Series 7, ERISA, Pensions, Profit Sharing, Qualified Retirement..., Strategic Planning
Education
Indiana University of Pennsylvania 1971 — 1975
BS, Consumer Services
Principal Financial Group March 2013 - Present
Principal Financial Group February 1993 - Present
Brockway Pressed Metals August 1978 - August 1992
Skills
Series 6, Retirement Plan..., 401k, Series 63, Defined Benefit, Series 7, ERISA, Pensions, Profit Sharing, Qualified Retirement..., Strategic Planning
Education
Indiana University of Pennsylvania 1971 — 1975
BS, Consumer Services
Brad Fredericks's Principal Financial Group Experience January 1998 - May 2000
Job Chief Investment Officer at EMC Insurance Companies
Industry Investment Management
Experience
EMC Insurance Companies March 2014 - Present
EMC Insurance Companies March 2010 - March 2014
Principal Global Investors June 2009 - March 2010
Principal Global Investors May 2005 - June 2009
Principal Global Investors March 2002 - May 2005
Principal Global Investors May 2000 - March 2002
Principal Financial Group January 1998 - May 2000
Wells Fargo Home Mortgage, formerly known as Norwest Mortgage September 1996 - January 1998
Skills
Fixed Income, Portfolio Management, Trading, Credit Analysis, Securities, Bloomberg, Analysis, Credit, Investments, Asset Management, Bonds, Alternative Investments, Asset Allocation, Equities
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2008
MBA
Iowa State University 1992 — 1996
BBA, Finance
EMC Insurance Companies March 2014 - Present
EMC Insurance Companies March 2010 - March 2014
Principal Global Investors June 2009 - March 2010
Principal Global Investors May 2005 - June 2009
Principal Global Investors March 2002 - May 2005
Principal Global Investors May 2000 - March 2002
Principal Financial Group January 1998 - May 2000
Wells Fargo Home Mortgage, formerly known as Norwest Mortgage September 1996 - January 1998
Skills
Fixed Income, Portfolio Management, Trading, Credit Analysis, Securities, Bloomberg, Analysis, Credit, Investments, Asset Management, Bonds, Alternative Investments, Asset Allocation, Equities
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2008
MBA
Iowa State University 1992 — 1996
BBA, Finance
Chris Brase's Principal Financial Group Experience March 2015 - Present
Job IT System Analyst II at Principal Financial Group
Industry Information Technology and Services
Experience
Principal Financial Group March 2015 - Present
Education
Iowa State University
Des Moines Area Community College
CompTIA A+ Certification and MCSE Certification Classes
Principal Financial Group March 2015 - Present
Education
Iowa State University
Des Moines Area Community College
CompTIA A+ Certification and MCSE Certification Classes
Anna Conradt's Principal Financial Group Experience March 2003 - August 2006
Job Administrative Assistant, Secretary, Data Entry
Industry Government Administration
Experience
Helping U Hear June 2014 - May 2015
Iowa Poultry Assn and Iowa Egg Council October 2011 - March 2012
USA Staffing September 2009 - March 2010
La Mair Mullock and Condon Insurance Co. February 2007 - July 2009
Principal Financial Group March 2003 - August 2006
Drake University January 2002 - January 2003
Iowa Department of Education March 1999 - December 2001
Skills
Account Management, Administrative..., Time Management, PowerPoint, Outlook, Management, Data Entry, Microsoft Excel, Marketing, Sales, Teamwork
Education
Iowa State University 1992 — 1994
BA, Speech Communication
Helping U Hear June 2014 - May 2015
Iowa Poultry Assn and Iowa Egg Council October 2011 - March 2012
USA Staffing September 2009 - March 2010
La Mair Mullock and Condon Insurance Co. February 2007 - July 2009
Principal Financial Group March 2003 - August 2006
Drake University January 2002 - January 2003
Iowa Department of Education March 1999 - December 2001
Skills
Account Management, Administrative..., Time Management, PowerPoint, Outlook, Management, Data Entry, Microsoft Excel, Marketing, Sales, Teamwork
Education
Iowa State University 1992 — 1994
BA, Speech Communication
Dan Bittner's Principal Financial Group Experience 2010 - 2010
Job Taking Time Off
Industry Financial Services
Experience
Self Employed October 2012 - Present
Primerica Financial Services April 2012 - October 2012
Principal Financial Group 2010 - 2010
AmSouth Bank 1996 - 2000
Fidelity Investments 1986 - 1992
Skills
Strategic Planning, Marketing Strategy, Budget, Customer Service, Project Planning, New Business Development, Microsoft Word, Sales, Sales Management
Education
Inter-American University of Puerto Rico-Arecibo Campus 1968 — 1970
MBA, Business Administration and Management, General
University of Alabama 1962 — 1966
BS, Math
Self Employed October 2012 - Present
Primerica Financial Services April 2012 - October 2012
Principal Financial Group 2010 - 2010
AmSouth Bank 1996 - 2000
Fidelity Investments 1986 - 1992
Skills
Strategic Planning, Marketing Strategy, Budget, Customer Service, Project Planning, New Business Development, Microsoft Word, Sales, Sales Management
Education
Inter-American University of Puerto Rico-Arecibo Campus 1968 — 1970
MBA, Business Administration and Management, General
University of Alabama 1962 — 1966
BS, Math
Craig Severson's Principal Financial Group Experience January 1991 - Present
Job Chief Architect at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 1991 - Present
Skills
SDLC, Enterprise Architecture, Process Improvement, SOA, IT Strategy, XML, Business Analysis, Vendor Management, Risk Management
Education
Iowa State University 1985 — 1990
BA, Computer Science
Principal Financial Group January 1991 - Present
Skills
SDLC, Enterprise Architecture, Process Improvement, SOA, IT Strategy, XML, Business Analysis, Vendor Management, Risk Management
Education
Iowa State University 1985 — 1990
BA, Computer Science
Becky Russell's Principal Financial Group Experience August 2006 - Present
Job Corporate Trainer / Interculturalist / SME in Marketing to U.S. Hispanics / Financial Advisor / Entrepreneur
Industry Financial Services
Experience
Principal Financial Group August 2006 - Present
Stanton Street Technology Group July 2003 - September 2006
A.G. Edwards & Sons, Inc. October 2003 - August 2006
Instituto Tecnologico de Ciudad Juarez January 2002 - July 2002
Network Group June 1984 - June 1999
Skills
Training & Development, Diversity, International Sales
Education
University of the Pacific & Intercultural Institute 2008 — 2011
M.A., Intercultural Relations
College for Financial Planning 2002 — 2002
AAMS, Acredited Asset Management Specialist
Instituto Tecnológico Autónomo de México 1999 — 2002
MBA, In Marketing and Customer Service
Universidad La Salle, A.C. 1979 — 1984
B.S., Computer Engineering
Principal Financial Group August 2006 - Present
Stanton Street Technology Group July 2003 - September 2006
A.G. Edwards & Sons, Inc. October 2003 - August 2006
Instituto Tecnologico de Ciudad Juarez January 2002 - July 2002
Network Group June 1984 - June 1999
Skills
Training & Development, Diversity, International Sales
Education
University of the Pacific & Intercultural Institute 2008 — 2011
M.A., Intercultural Relations
College for Financial Planning 2002 — 2002
AAMS, Acredited Asset Management Specialist
Instituto Tecnológico Autónomo de México 1999 — 2002
MBA, In Marketing and Customer Service
Universidad La Salle, A.C. 1979 — 1984
B.S., Computer Engineering
Jill Stuck's Principal Financial Group Experience January 2010 - November 2010
Job Wellness Consultant
Industry Medical Practice
Experience
Self Employed - Wellness September 2011 - Present
DCL Medical Laboratories November 2010 - June 2012
Principal Financial Group January 2010 - November 2010
Principal Financial Group February 2007 - January 2010
Skills
Health Education, Health Promotion, Leadership, Healthcare, Wellness, Phlebotomy
Education
Indiana University Bloomington 2002 — 2006
B.S.
Self Employed - Wellness September 2011 - Present
DCL Medical Laboratories November 2010 - June 2012
Principal Financial Group January 2010 - November 2010
Principal Financial Group February 2007 - January 2010
Skills
Health Education, Health Promotion, Leadership, Healthcare, Wellness, Phlebotomy
Education
Indiana University Bloomington 2002 — 2006
B.S.
Corey Mitchell's Principal Financial Group Experience September 2006 - July 2008
Job Sr. Software Engineer at Epoch.com
Industry Information Technology and Services
Experience
Epoch.com December 2012 - Present
Japan Communications, Inc. / Computer and Communication Technologies, Inc. July 2009 - November 2012
Useful Networks July 2008 - July 2009
Principal Financial Group September 2006 - July 2008
Skills
Debugging, Software Development, Software Engineering, Linux, Core Java, Software Design, XML, REST, API, Web Services, System Architecture, Java API, Restlet, PHP, JavaScript, AJAX, Wicket, JSF, Spring, Hibernate, SQL, PostgreSQL, jQuery, Web Applications, Spring Framework, APIs
Education
Iowa State University 2001 — 2006
Bachelor of Science (BS), Computer Science
Epoch.com December 2012 - Present
Japan Communications, Inc. / Computer and Communication Technologies, Inc. July 2009 - November 2012
Useful Networks July 2008 - July 2009
Principal Financial Group September 2006 - July 2008
Skills
Debugging, Software Development, Software Engineering, Linux, Core Java, Software Design, XML, REST, API, Web Services, System Architecture, Java API, Restlet, PHP, JavaScript, AJAX, Wicket, JSF, Spring, Hibernate, SQL, PostgreSQL, jQuery, Web Applications, Spring Framework, APIs
Education
Iowa State University 2001 — 2006
Bachelor of Science (BS), Computer Science
Sean R McDonough's Principal Financial Group Experience June 2000 - August 2011
Job REALTOR/Broker at F.C. Tucker Company
Industry Real Estate
Experience
F.C. Tucker Company May 2012 - Present
Small Blessings, Inc. October 2011 - May 2012
Tucker Real Estate School April 2012 - April 2012
Lee Hecht Harrison 2012 - 2012
Principal Financial Group June 2000 - August 2011
J F Molloy 1998 - 2004
Osco Drug January 1988 - April 1996
Skills
Real Estate, Referrals, First Time Home Buyers, Selling, New Home Sales, Investment Properties, Healthcare, Sellers, Relocation, Social Networking, Foreclosures, FHA, Investors, Sales, Residential Homes, Single Family Homes, Short Sales, Customer Service, Buyer Representation, Condos, Leadership, Contract Negotiation, Real Estate Transactions, Marketing
Education
Indiana University Bloomington 1993 — 1996
Bachelors of Science, Biology
F.C. Tucker Company May 2012 - Present
Small Blessings, Inc. October 2011 - May 2012
Tucker Real Estate School April 2012 - April 2012
Lee Hecht Harrison 2012 - 2012
Principal Financial Group June 2000 - August 2011
J F Molloy 1998 - 2004
Osco Drug January 1988 - April 1996
Skills
Real Estate, Referrals, First Time Home Buyers, Selling, New Home Sales, Investment Properties, Healthcare, Sellers, Relocation, Social Networking, Foreclosures, FHA, Investors, Sales, Residential Homes, Single Family Homes, Short Sales, Customer Service, Buyer Representation, Condos, Leadership, Contract Negotiation, Real Estate Transactions, Marketing
Education
Indiana University Bloomington 1993 — 1996
Bachelors of Science, Biology
Terry Loy's Principal Financial Group Experience March 2015 - Present
Job Marketer Services Reporting Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2015 - Present
Principal Financial Group January 2012 - March 2015
Principal Financial Group March 2008 - January 2012
J F Molloy / Principal Financial Group August 2003 - March 2008
J F Molloy August 2002 - August 2003
Olive LLC December 1998 - August 2001
Olive LLC December 1996 - December 1998
Skills
Analysis, Data Analysis, Insurance, Leadership, Management, Analytics, Business Analysis
Education
Indiana University-Purdue University at Indianapolis 1975 — 1983
BS, Mathematics
Principal Financial Group March 2015 - Present
Principal Financial Group January 2012 - March 2015
Principal Financial Group March 2008 - January 2012
J F Molloy / Principal Financial Group August 2003 - March 2008
J F Molloy August 2002 - August 2003
Olive LLC December 1998 - August 2001
Olive LLC December 1996 - December 1998
Skills
Analysis, Data Analysis, Insurance, Leadership, Management, Analytics, Business Analysis
Education
Indiana University-Purdue University at Indianapolis 1975 — 1983
BS, Mathematics
Kathy Conners's Principal Financial Group Experience November 1991 - December 2008
Job Billing Specialist
Industry Insurance
Experience
Interventional Pain Specialists March 2015 - Present
LifeHME August 2013 - March 2015
Network Funding, LP May 2012 - August 2013
Columbia Skin Clinic October 2009 - May 2012
The Dermatology Group March 2009 - October 2009
Principal Financial Group November 1991 - December 2008
Skills
Insurance, Benefits Administration, Customer Service, Customer Relations, Account Management, Employee Benefits, Outlook, Life Insurance, Leadership, Disability Insurance, Underwriting, Microsoft Excel, Process Improvement, Team Building, Health Insurance, Management, Risk Management, Time Management, Claim, CRM, Retirement
Education
Indiana University-Purdue University at Indianapolis
Undergraduate studies, Business
Brownsburg High School 1973 — 1977
Business
Interventional Pain Specialists March 2015 - Present
LifeHME August 2013 - March 2015
Network Funding, LP May 2012 - August 2013
Columbia Skin Clinic October 2009 - May 2012
The Dermatology Group March 2009 - October 2009
Principal Financial Group November 1991 - December 2008
Skills
Insurance, Benefits Administration, Customer Service, Customer Relations, Account Management, Employee Benefits, Outlook, Life Insurance, Leadership, Disability Insurance, Underwriting, Microsoft Excel, Process Improvement, Team Building, Health Insurance, Management, Risk Management, Time Management, Claim, CRM, Retirement
Education
Indiana University-Purdue University at Indianapolis
Undergraduate studies, Business
Brownsburg High School 1973 — 1977
Business
Darlene Kite's Principal Financial Group Experience January 2006 - Present
Job Senior Sales Specialist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2006 - Present
Principal Financial Group January 2005 - January 2006
Principal Financial Group April 2004 - January 2005
Principal Financial Group September 2003 - April 2004
Education
Indiana University - Kelley School of Business
Bachelor, Marketing
Principal Financial Group January 2006 - Present
Principal Financial Group January 2005 - January 2006
Principal Financial Group April 2004 - January 2005
Principal Financial Group September 2003 - April 2004
Education
Indiana University - Kelley School of Business
Bachelor, Marketing
Rhonda Murphy's Principal Financial Group Experience March 2012 - Present
Job Business Liaison II at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2012 - Present
Principal Financial Group January 2011 - March 2012
Principal Financial Group October 2001 - January 2011
Principal Financial Group August 1987 - September 2001
Skills
Business Analysis, Financial Analysis, Health Insurance, Queries, Excel, Microsoft Office, Documentation, Visio, Spreadsheets, Document Review, Process Review, Attention To Detail, Dedicated, Hard Worker, Organized, General knowledge of..., Personal integrity, a..., General knowledge of..., Analysis, Word, Outlook, Software Documentation, Microsoft Excel, Access
Education
Southwestern Community College 1986 — 1987
A.S., Business administration
Iowa Lakes Community College 1985 — 1986
Principal Financial Group March 2012 - Present
Principal Financial Group January 2011 - March 2012
Principal Financial Group October 2001 - January 2011
Principal Financial Group August 1987 - September 2001
Skills
Business Analysis, Financial Analysis, Health Insurance, Queries, Excel, Microsoft Office, Documentation, Visio, Spreadsheets, Document Review, Process Review, Attention To Detail, Dedicated, Hard Worker, Organized, General knowledge of..., Personal integrity, a..., General knowledge of..., Analysis, Word, Outlook, Software Documentation, Microsoft Excel, Access
Education
Southwestern Community College 1986 — 1987
A.S., Business administration
Iowa Lakes Community College 1985 — 1986
Carol Jobe's Principal Financial Group Experience January 1990 - March 2011
Job Senior Account Manager at Principal Financial Group
Industry Financial Services
Experience
Capstone Benefits Group March 2011 - Present
Principal Financial Group January 1990 - March 2011
Education
Indiana University Bloomington 1977 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
Warren Central High School 1973 — 1977
Capstone Benefits Group March 2011 - Present
Principal Financial Group January 1990 - March 2011
Education
Indiana University Bloomington 1977 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
Warren Central High School 1973 — 1977
Diane Newlon's Principal Financial Group Experience May 2006 - March 2011
Job Client Service Advocate at Old National Insurance
Industry Financial Services
Experience
Old National Insurance April 2011 - Present
Principal Financial Group May 2006 - March 2011
Skills
Insurance, Risk Management, Professional Liability, Commercial Insurance, Health Insurance, Sales, Property & Casualty..., Customer Service, Employee Benefits, Commercial Lines, Underwriting, Brokers, Workers Compensation, Casualty, Life Insurance, General Insurance, Liability, Claim, New Business Development, Account Management, Sales Management, Disability Insurance
Education
Indiana University-Purdue University at Indianapolis
Business Administration and Management, General
Old National Insurance April 2011 - Present
Principal Financial Group May 2006 - March 2011
Skills
Insurance, Risk Management, Professional Liability, Commercial Insurance, Health Insurance, Sales, Property & Casualty..., Customer Service, Employee Benefits, Commercial Lines, Underwriting, Brokers, Workers Compensation, Casualty, Life Insurance, General Insurance, Liability, Claim, New Business Development, Account Management, Sales Management, Disability Insurance
Education
Indiana University-Purdue University at Indianapolis
Business Administration and Management, General
Shelli Brier's Principal Financial Group Experience February 2002 - July 2012
Job Manager at Advanced Risk Managers
Industry Insurance
Experience
Advanced Risk Managers, LLC May 2012 - Present
Principal Financial Group February 2002 - July 2012
Administar Federal April 2000 - November 2001
Skills
Utilization Management, Case Management, Nursing, Long Term Care, Medicare
Education
Indiana University-Purdue University at Indianapolis 1990 — 1997
Bachelor of Science, Healthcare Administration
University of Indianapolis 1984 — 1987
ASN, Nursing
Advanced Risk Managers, LLC May 2012 - Present
Principal Financial Group February 2002 - July 2012
Administar Federal April 2000 - November 2001
Skills
Utilization Management, Case Management, Nursing, Long Term Care, Medicare
Education
Indiana University-Purdue University at Indianapolis 1990 — 1997
Bachelor of Science, Healthcare Administration
University of Indianapolis 1984 — 1987
ASN, Nursing
Krista Tarak's Principal Financial Group Experience October 1994 - October 2007
Job Claims Examiner at Cooperative Managed Care Services LLC
Industry Hospital & Health Care
Experience
Cooperative Managed Care Services LLC October 2011 - Present
Community Rehab and Sports Medicine June 2009 - May 2012
i2 Advisors January 2008 - April 2009
Principal Financial Group October 1994 - October 2007
Skills
Insurance, Medicare, Employee Benefits, Claim, Claims Management, Health Insurance
Education
Ivy Tech Community College 2009 — 2013
Associate's Degree, Office Administration/Medical
Indiana University-Purdue University at Indianapolis 1992 — 1994
Radiology
Cooperative Managed Care Services LLC October 2011 - Present
Community Rehab and Sports Medicine June 2009 - May 2012
i2 Advisors January 2008 - April 2009
Principal Financial Group October 1994 - October 2007
Skills
Insurance, Medicare, Employee Benefits, Claim, Claims Management, Health Insurance
Education
Ivy Tech Community College 2009 — 2013
Associate's Degree, Office Administration/Medical
Indiana University-Purdue University at Indianapolis 1992 — 1994
Radiology
Jose Raul Gonzalez Alonso's Principal Financial Group Experience 2005 - 2006
Job PhD Candidate at the University of Southern California
Industry Research
Experience
University of Southern California August 2008 - Present
Principal Financial Group 2005 - 2006
Skills
R, Mathematical Modeling, Scientific Computing, Fortran, Quantum Information, Quantum Computing, Physics, Quantum Mechancis, Latex, Matlab, Mathematica, Mathematics, C++, Parallel Computing, MPI, OpenMP, CUDA, Numerical Analysis, Numerical Simulation, Theoretical Physics, Computational Physics, Algorithms, Statistical Modeling, LaTeX
Education
University of Southern California 2008 — 2015
Ph. D., Physics
University of Southern California 2013 — 2013
Master of Science (MS), Computer Science and High Performance Computing and Simulations
Universidad Nacional Autónoma de México 2002 — 2007
B. Sc., Physics
Instituto Tecnológico Autónomo de México 2001 — 2006
B. Sc., Applied Mathematics
Colegio Ciudad de México
University of Southern California August 2008 - Present
Principal Financial Group 2005 - 2006
Skills
R, Mathematical Modeling, Scientific Computing, Fortran, Quantum Information, Quantum Computing, Physics, Quantum Mechancis, Latex, Matlab, Mathematica, Mathematics, C++, Parallel Computing, MPI, OpenMP, CUDA, Numerical Analysis, Numerical Simulation, Theoretical Physics, Computational Physics, Algorithms, Statistical Modeling, LaTeX
Education
University of Southern California 2008 — 2015
Ph. D., Physics
University of Southern California 2013 — 2013
Master of Science (MS), Computer Science and High Performance Computing and Simulations
Universidad Nacional Autónoma de México 2002 — 2007
B. Sc., Physics
Instituto Tecnológico Autónomo de México 2001 — 2006
B. Sc., Applied Mathematics
Colegio Ciudad de México
Dianne Hutchison's Principal Financial Group Experience May 1995 - September 2011
Job Financial Analyst/Accountant
Industry Financial Services
Experience
Capstone Benefits Group October 2011 - Present
Principal Wellness Company 2004 - September 2011
Principal Financial Group May 1995 - September 2011
J.F. Molloy & Associates, Inc. 1995 - 2006
Haggard & Stocking 1988 - 1995
Skills
Forecasting, Financial Analysis, Financial Reporting, Financial Statements, Accounting, General Ledger, GAAP, Microsoft Excel, Auditing, Insurance, Outlook, Financial Modeling, Process Improvement, Employee Benefits, Finance, Account Reconciliation, Sarbanes-Oxley Act
Education
Indiana University-Purdue University at Indianapolis
BS Business, Accounting
Capstone Benefits Group October 2011 - Present
Principal Wellness Company 2004 - September 2011
Principal Financial Group May 1995 - September 2011
J.F. Molloy & Associates, Inc. 1995 - 2006
Haggard & Stocking 1988 - 1995
Skills
Forecasting, Financial Analysis, Financial Reporting, Financial Statements, Accounting, General Ledger, GAAP, Microsoft Excel, Auditing, Insurance, Outlook, Financial Modeling, Process Improvement, Employee Benefits, Finance, Account Reconciliation, Sarbanes-Oxley Act
Education
Indiana University-Purdue University at Indianapolis
BS Business, Accounting
Dianne Castillo's Principal Financial Group Experience November 2003 - February 2012
Job Community Health Network
Industry Financial Services
Experience
Community Health Network August 2014 - Present
Lincoln Financial Group April 2013 - May 2014
Principal Financial Group November 2003 - February 2012
Hylant Group November 1997 - January 2003
Tobias Insurance Group, Inc. June 1992 - December 1997
Skills
Insurance, Health Insurance, Disability Insurance, Employee Benefits, Customer Service, Life Insurance, Microsoft Excel, Defined Benefit, Microsoft Office
Education
Indiana University Bloomington
Bachelor of Arts (BA), English Language and Literature, General
Community Health Network August 2014 - Present
Lincoln Financial Group April 2013 - May 2014
Principal Financial Group November 2003 - February 2012
Hylant Group November 1997 - January 2003
Tobias Insurance Group, Inc. June 1992 - December 1997
Skills
Insurance, Health Insurance, Disability Insurance, Employee Benefits, Customer Service, Life Insurance, Microsoft Excel, Defined Benefit, Microsoft Office
Education
Indiana University Bloomington
Bachelor of Arts (BA), English Language and Literature, General
Ted Redenius's Principal Financial Group Experience August 1997 - Present
Job IT System AssociateLead at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 1997 - Present
Skills
Microsoft Excel, Microsoft Patch..., Microsoft Office, Microsoft Word, PowerPoint, Leadership, Financial Analysis, Outlook, Project Management, Business Analysis, Process Improvement, Public Speaking
Education
University of Northern Iowa 1988 — 1990
Bachelor's degree, Mathematics and Computer Science
Iowa Central Community College 1986 — 1988
Associate of Arts (AA), Mathematics and Computer Science
Principal Financial Group August 1997 - Present
Skills
Microsoft Excel, Microsoft Patch..., Microsoft Office, Microsoft Word, PowerPoint, Leadership, Financial Analysis, Outlook, Project Management, Business Analysis, Process Improvement, Public Speaking
Education
University of Northern Iowa 1988 — 1990
Bachelor's degree, Mathematics and Computer Science
Iowa Central Community College 1986 — 1988
Associate of Arts (AA), Mathematics and Computer Science
Jason Reeves's Principal Financial Group Experience July 2003 - May 2007
Job Employee Benefits Coordinator Central Office at Ivy Tech Community College
Industry Human Resources
Experience
Ivy Tech Community College May 2007 - Present
Principal Financial Group July 2003 - May 2007
Skills
Microsoft Excel, Microsoft Office, Human Resources, Employee Benefits, Voluntary Employee..., PowerPoint, Payroll, Benefits Administration
Education
Indiana University-Purdue University at Indianapolis 1997 — 2003
Bachelor of Science (BS), Elementary Education and Teaching
Avon High School
Ivy Tech Community College May 2007 - Present
Principal Financial Group July 2003 - May 2007
Skills
Microsoft Excel, Microsoft Office, Human Resources, Employee Benefits, Voluntary Employee..., PowerPoint, Payroll, Benefits Administration
Education
Indiana University-Purdue University at Indianapolis 1997 — 2003
Bachelor of Science (BS), Elementary Education and Teaching
Avon High School
Bo Breneman's Principal Financial Group Experience 2003 - 2008
Job IT Professional
Industry Information Technology and Services
Experience
Evolve IP September 2013 - Present
DVFG Companies September 2003 - May 2013
Principal Financial Group 2003 - 2008
NETZSCH Premier Technologies November 1998 - September 2003
Kruse Companies October 1991 - November 1998
Skills
Windows, Information Technology, PC, VoIP, HP, Microsoft Technologies, Servers, Network Administration, Help Desk Support, WAN
Education
Indiana University of Pennsylvania
Bachelor of Science (BS)
Evolve IP September 2013 - Present
DVFG Companies September 2003 - May 2013
Principal Financial Group 2003 - 2008
NETZSCH Premier Technologies November 1998 - September 2003
Kruse Companies October 1991 - November 1998
Skills
Windows, Information Technology, PC, VoIP, HP, Microsoft Technologies, Servers, Network Administration, Help Desk Support, WAN
Education
Indiana University of Pennsylvania
Bachelor of Science (BS)
Daniel Dowd's Principal Financial Group Experience July 2013 - Present
Job IT Application Analyst at Principal Financial Group
Industry Information Services
Experience
Principal Financial Group July 2013 - Present
Iowa State University January 2012 - May 2013
Kum & Go May 2011 - August 2012
Iowa State University January 2011 - May 2011
Hy Vee June 2005 - May 2011
Skills
R, SAS, SPSS, SQL, Machine Learning, Statistical Computing, Data Mining, Predictive Modeling, Microsoft Excel, Microsoft Word, PowerPoint, JMP, Visual Basic, Business Intelligence
Education
Iowa State University 2010 — 2013
Bachelor of Science (B.S.), Statistics
Principal Financial Group July 2013 - Present
Iowa State University January 2012 - May 2013
Kum & Go May 2011 - August 2012
Iowa State University January 2011 - May 2011
Hy Vee June 2005 - May 2011
Skills
R, SAS, SPSS, SQL, Machine Learning, Statistical Computing, Data Mining, Predictive Modeling, Microsoft Excel, Microsoft Word, PowerPoint, JMP, Visual Basic, Business Intelligence
Education
Iowa State University 2010 — 2013
Bachelor of Science (B.S.), Statistics
Donald See's Principal Financial Group Experience January 1998 - December 1998
Job Peer Support Specialist / Certified Recovery Specialist with Substance Abuse endorcmnt at Department of Veterans Affairs
Industry Government Administration
Experience
Department of Veterans Affairs May 2013 - Present
Golden Rule Insurance January 2005 - August 2007
WellPoint May 1999 - May 2005
Rotech Healthcare December 1998 - May 1999
Principal Financial Group January 1998 - December 1998
Anthem June 1991 - November 1997
Skills
Microsoft Office 2007, Psychotherapy, Addiction Recovery, Customer Satisfaction, Works Well in Groups, Organizational..., Functional Training, Fun, Leadership, Goal Oriented, SQL, Process Improvement, Analysis, Software Documentation, Management, Training, Customer Service, Healthcare, Access, Time Management, Team Building, Outlook, Government, Leadership Development, Coaching, Research
Education
Aspin 2013 — 2013
Certified Recovery Specialist-Substance Abuse / CRS-SA, Mental Health Counseling/Counselor, DRUG ABUSE, Certificate
Veterans Administration 2012 — 2013
Certificate, Peer Support Specialist
Indiana Wesleyan University 1989 — 1990
Master of Science (MS), Management Information Systems, General, 3.4
National American University 1976 — 1980
Bachelor's of Arts Degree, Business Administration and Management, General, 2.8
Department of Veterans Affairs May 2013 - Present
Golden Rule Insurance January 2005 - August 2007
WellPoint May 1999 - May 2005
Rotech Healthcare December 1998 - May 1999
Principal Financial Group January 1998 - December 1998
Anthem June 1991 - November 1997
Skills
Microsoft Office 2007, Psychotherapy, Addiction Recovery, Customer Satisfaction, Works Well in Groups, Organizational..., Functional Training, Fun, Leadership, Goal Oriented, SQL, Process Improvement, Analysis, Software Documentation, Management, Training, Customer Service, Healthcare, Access, Time Management, Team Building, Outlook, Government, Leadership Development, Coaching, Research
Education
Aspin 2013 — 2013
Certified Recovery Specialist-Substance Abuse / CRS-SA, Mental Health Counseling/Counselor, DRUG ABUSE, Certificate
Veterans Administration 2012 — 2013
Certificate, Peer Support Specialist
Indiana Wesleyan University 1989 — 1990
Master of Science (MS), Management Information Systems, General, 3.4
National American University 1976 — 1980
Bachelor's of Arts Degree, Business Administration and Management, General, 2.8
Dylan Adams's Principal Financial Group Experience 2007 - Present
Job IT Application Analyst Lead at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2007 - Present
Education
Indiana University Bloomington
Bachelor's degree, Informatics
Principal Financial Group 2007 - Present
Education
Indiana University Bloomington
Bachelor's degree, Informatics
The Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings